- Back to Functionality
- Field Sales
Customer Visits
- Log and schedule customer visits
- Record all visit details such as but not limited to:
- Customer address visited
- Date and time of visit
- Contact person
- Images
- Track sales rep’s live location
Order Requests
- Capture order requests (sales quotes) for existing customers
- Make use of current pricing
Data Maintenance
- Capture/update customer address
- Maintain contact person’s details
Sales Leads
- Add and maintain sales lead details such as but not limited to:
- Existing/new customer contact person
- Contact details
- Images
Additional Features
- Open Google Maps from the app to get quick directions
- Make a call/send an email from the app using the contact person’s details
- View existing custom reports/grid reports
General/Technical Features
- The mobile app is currently available on Android
- Operation is in online mode only, ensuring real-time connectivity to the Forward ERP database
- The mobile app presents current and real-time information
- The licensing is named user
Field Sales Console
- Provides a dashboard overview of visits, sales leads and orders captured via the mobile app
- An overview can be set per date, person, manager or team
- Provides for drill-downs for the detail of visits sales leads and orders captured
- View additional fields and images captured on the mobile app
- View the current location of the sales reps
- View sales rep’s daily route
Customer Visits, Sales Leads and Meetings
- View and maintain visits
- View sales leads
- Capture new sales leads
- Plan meetings for sales reps
- Visits to existing customers
- Sales lead for potential customers
- Meetings can be recurring
- Meetings are visible on the mobile app