The mobile workspace for sales, service and field operations. Manage field operations in one flow on mobile and tablet, from sales to service and from visit to order. Run route, customer, quote, order, service, contract and field data on the same structure as your CRM, and bring information from the field to head office and into action instantly.
Plan the field day before it starts. Create reps' daily, weekly or periodic visits based on customer, region, priority and business plan. Optimize routes, manage visit schedules centrally and turn your field teams' day from unplanned phone traffic into a measurable workflow.
Process field data with AI. Don't just store photos, documents, product labels or other content from the field as files. Analyze content with AI, extract the relevant information and turn it into data you can use in the right customer, product, service or business process.
Prepare the quote in the field and send it digitally. Create a quote during the customer meeting using products, services, prices and terms, and send it to the customer digitally right away. Link the quote to the CRM and the sales opportunity so follow-up after sending becomes part of the sales team's workflow.
Keep your field team up to date. Make product training, sales content, procedures and the latest announcements available to teams through the mobile app. When a new product or campaign launches, make sure the entire field organization gets the same information quickly.
Record parts and materials used in the field. Track the vehicle, warehouse or personal stock of service and sales teams on a mobile device. Record products and parts used, delivered or ordered during the visit to reduce discrepancies between field stock and head office.
Bring every field activity into the customer's memory. Visits, orders, quotes, services, documents, notes and other field activities work together with the customer record in the CRM. Head office sees the customer's field experience instantly, while field staff can access the customer's relationship history and current information.
Track on the visit record when the rep reached the customer, when the visit started and how long it lasted. Use check-in, location, time and visit activities to see whether field operations run as planned.
Create the order right at the customer's side. Field reps see the customer's products, prices, stock availability and purchase history and can create the order during the visit. The order reaches head office instantly and continues through operations without being re-entered.
Close the sale during the meeting. Present contracts, forms or other commercial documents to the customer on a mobile device and complete the required approvals in the field. Instead of turning the sales meeting into paperwork to be handled at head office later, close it during the visit whenever possible.
Take service to the field as well as sales. Manage technical service, maintenance, installation, inspections and other field services on a mobile device. Service teams see the customer's history, device or product information and the tasks at hand while in the field, and send completed work to head office instantly.
Manage the work done together with what it earns. Generate progress payment and service calculations based on completed visits, services, work orders or other field activities. Evaluate field performance not only by number of visits, but by work completed and value delivered.
Don't measure field performance by number of visits alone. Analyze visits, routes, orders, quotes, sales, services, work orders and other field activities by team and by employee. See not only where your field team is, but how they use their time and which commercial or operational results they deliver.
Don't lock field information inside forms. Record notes, forms, photos, documents, stock, products, shelf data and other field information on a mobile device during the visit. Link collected data directly to the customer, visit, product or service record and reduce the need to re-enter data later.
Apply the right price to every customer. Automatically apply customer-, product- or channel-based price lists, discount limits and campaign entitlements in the field. Without manual price calculations by reps, your company's commercial rules work the same way across the entire field team.
Offer customers not just products, but the right content. Deliver product catalogs, campaign content, videos, presentations, images and sales materials to field teams centrally. Make sure reps always work with the same current, corporate content instead of outdated files or personal presentations.
Turn every service visit into planned work. Convert service requests into work orders, assign them to the right field employee and define the tasks in advance. Track steps such as start, tasks performed, materials used, customer approval and completion on a single work order.
Keep work going when there is no internet. Field operations don't always take place where there is a strong internet connection. Keep essential processes running without a connection; field data syncs with head office once the connection is restored.
Don't wait until the end of the day to see the day's results. Track visits, orders, sales and service activities in the field from head office throughout the day. Managers spot issues and opportunities while operations are still running, not at the end of the reporting period, and can act faster.
Sector leaders describe how they manage loyalty, sales, analytics and field processes on a single platform.
We built Gratis Beauty’s digital transformation on a single platform that gives customers an uninterrupted service experience and store teams end-to-end operational management.
Retail (personal care & cosmetics)
For Teknosa we built a comprehensive loyalty and campaign management platform that knows the customer, segments them by behaviour, brings the right campaign to the right member and makes the results measurable.
retail (technology)
For Sahibinden.com, customer service, complaints, SLAs, campaigns, quotes and orders come together on a single agent screen; every call turns into a personalised service and sales opportunity.
e-commerce (services)
Starbucks Türkiye’s stars, campaigns, prepaid card, QR payment and customer service processes come together in one experience.
food & beverage (coffee)
MSA is no longer just an academy present on digital channels; it is a platform company that runs its whole operation digitally, from sales to teaching, from data to communication.
food & beverage (education & gastronomy)
Mechanics, service points, field teams, dealers and head office came together in an integrated ecosystem working on the same current data.
energy
We built Borusan Lojistik eTA’s digital transformation on bringing truckers, vehicles, field teams, the call centre and transport operations together on a shared data and process infrastructure.
logistics
