Salesforce Modules

Visit report for the field service

From now on, your sales representatives only need one thing for appointments: their mobile device with the Salesforce Visit Report!

Man mit Tablet

Description

Your office and field staff have long communication channels? The decentralized filing of your visit reports makes uniform documentation difficult, and you are looking for an efficient solution?  

Then the digital visit report is precisely the right thing. 

The module enables you to conveniently plan, document and follow up on your field service appointments. Thanks to the standardized report template and the central filing system, the administrative time required is significantly reduced. 

Thanks to the user-friendly interface, you work digitally and sustainably because the reports are available anytime and anywhere via app on your end devices. 

This creates efficient sales processes and allows you to focus on the needs of your customers.

5 Reasons Why

  • Fast utilization, cost-effective and according to industry standards 

  • Reduction of administrative activities for efficient sales 

  • No loss of data and information 

  • Transparency and cross-departmental collaboration 

  • Simple and intuitive operation 

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After your request, we will get back to you immediately with additional information about the modules.