Sales teams, in addition to their efforts in customer acquisition and at the point of sale, have access to a lot of data in their working region, such as competitor analysis, market analysis, customer complaints, and the current status of customers. This data is often shared with the headquarters and managers in a scattered manner. However, when this important data is not reported correctly, it becomes difficult to conduct field analysis and generate insights.
Forms
Thanks to the form infrastructure, you can collect information from every level of the field. You can collect and report market analysis, competitive advantage, and marketing insights. Additionally, you can access information about your own and competitor products’ stock status, price information, visibility, and availability. Forms allow you to design your workflows and determine actions based on responses received through automation.
Custom Forms
Thanks to the form infrastructure, you can collect information from every level of the field. You can collect and report market analysis, competitive advantage, and marketing insights. Additionally, you can access information about your own and competitor products’ stock status, price information, visibility, and availability. Forms allow you to design your workflows and determine actions based on responses received through automation.
Workflow and Automation Support
After designing the form, you can design transitions and flows between questions. This way, you can ensure that the form is filled out more quickly and effectively in the field. Based on the answers given to the questions in the form, you can define automations to determine who should receive notifications, in which type of companies the form should be filled out, or in which activities it should be filled out. Depending on the importance of the data in the field, you can provide quick information flow to the relevant department.
Are you ready to take your sales team to the next level?