Happisales - On The Go Field Sales Assistant

Our field sales tracking solution, happisales, is a mission-critical application aimed at increasing the sales reps and managers efficiency, productivity. It is an on-the-go app that can empower the sales reps with real-time data on every customer visit, queries, deliveries. At the same time, it also helps the managers to track the field sales activities of each executive and plan for improved productivity. Overall, this is a one-stop solution to all the sales managers and reps for achieving improved efficiency and performance.

Here are some of the exciting features of the application.

1) Sales executives can enter their daily attendance (ON DUTY / LEAVE/ MEETING/ TRAINING).

2) Executives can set their monthly and daily targets (No.of sites/ Sales order value). Every customer visit has captured along with the Geo-Locations and timestamp. In addition to that that executives can add to-dos, notes, comments, and images for each visit.

3) The executives can send consolidated reports of the daily customer visits to the immediate reporting manager regularly, and managers can view or download them without any discomfort.

4) Executives can raise customer issues and track until closure. An email will trigger to the concerned email address based on the issue-related department for faster resolves.

5) Managers can add comments for issues that are delayed or open for a long time.

6) Executives can also voice our their ideas or concerns to the management through the app.

7) The executives can use the app in customer locations without internet connectivity. The app works fine in offline mode.

8) The executives can raise the travel expenses related information through the app, and the same will viewed and approved by the managers.

9) The manager can have a 360-degree view of the sales rep’s activity through an interactive dashboard, and this enables faster decision making.