From now on, your sales representatives only need one thing for appointments: their mobile device with the Salesforce Visit Report!
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
Discover all functions
The clear calendar view in Salesforce enables quick appointment scheduling with customers or partners. Visits can be organized and prepared in advance. Automated reminders notify you when a new appointment is due.
Task scheduling enables efficient organization and assignment of tasks during field service appointments. The reminder function ensures that tasks can be processed according to schedule and kept in view
With just one click, the ready-made report template is called up with all necessary information on customer name, contact, date, time, etc. The notes' field offers the possibility to capture relevant conversation notes, such as agreements or follow-ups
Following the customer appointment, a summary of the visit report can be quickly and digitally forwarded to the customer using an email template
As soon as the completed visit report is filed in the appropriate central folders, it is available for further internal processing.
Would you like to test the Salesforce modules? Let us convince you!
After your request, we will get back to you immediately with additional information about the modules.