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Field Sales

How DataScope can support field sales processes

Aristotle avatar
Written by Aristotle
Updated over a week ago

DataScope is the ideal tool to support sales reps working in field, enabling them to record all activities performed during customer visits.

📌 Register your customer visits with our app, even without internet!

With DataScope, sales reps working in field can easily record their interactions with each customer using a smartphone or a tablet. In case there is no internet available, they can still insert information in the offline forms of the app. All inputs will be synchronized later, when the device is connected. No data is lost.

📌 Create custom forms to suit your needs.

With our Form Builder you can create custom forms to record sales information relevant to your organization. Which sales were made? Which were not? What was the reason for the sales that were not made?

Without the hassles of working with paper records, you can have much more than text information. Our app allows you to supplement the forms with photos (using the device's camera), geolocation, as well as barcode scanner and QR (useful for registering products or supplies), among others.

📌 Easily manage the sales representatives visits to customers.

Using the Task Assignment module, it is possible to schedule the visits for your company’s sales representatives, indicating to each team member the client to visit, the time and the activity to be performed. The sales representatives can check tasks at any time and from the office supervisors and managers can easily monitor the work done through our control panel.

📌 Custom visit reports.

Each time a form is submitted in the DataScope application, a PDF is generated with the information of each visit. With our PDF Editor, it is easy to create a custom report with records of activities performed or generate purchase orders.

📌 Keep everyone informed in real time!

DataScope also allows you to activate an Automatic Alerts by email when a sale is closed. With this feature, your customers can receive purchase receipts in their inbox every time a given form is completed.

📌 All your sales indicators in your hands.

Our Charts module allows you to get metrics of the sales team’s performance with real time indicators. With DataScope, you can easily get informed about your representatives performance as well as the excellence of the service your company is offering to customers.

📌 Integrate your sales into your CRM automatically.

Do you use CRM or any other software to manage your customers? There is no problem:  DataScope offers different integration options. All information collected through our platform can be automatically entered into any integration-capable system.

📌 Do you have any questions about how to move the digital transformation forward?

At DataScope we have excellent customer support. Our consultants are available to guide you in the process of the digital transformation and they will be very pleased to advise you on the many uses of our platform. You can write us an email,  call or contact us through our chat.

> Phone: 

  • USA: +1 (562) 373 0209

  • Brazil: +55 (11) 3230 9444

  • Chile: +56 (2) 2897 7444

  • México: +52 (55) 4164 9595

  • Colombia: +57 (300) 929-4475

> Chat: You can write us at any time by clicking on the chat icon on our website, as in the following image:

We invite you to be part of the digital transformation and to streamline your operations easily!


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