Upcoming tasks either during the pre-sale or post sale cycle where periodic follow up calls are needed can be easily programmed in the task management software. Each employee will get an automatic e-mail alert on their tasks for the day as well as see it in the calendar on their Dashboard. The Sales Manager can monitor all sales activities and take action if any task is pending beyond the due date.
Daily Reporting Service
All activities by the Sales or technical personnel could be reported through this module. With a built in tracking for the expenses incurred by the team, this is a great toll for managers and business owners to monitor both field actions and cost.
Primarily aimed at support activities, this part of the software handles Installations, technical support, maintenance contracts or any customer site support jobs and record those online as and when it is completed. The module includes an option to mail a field activity report to customer as well as their reporting authority.