Activity & Lead Manager
Activity & Lead Manager helps field sales staff plan their prospecting activities and customer visits as well as effortlessly update their CRM with lead notes and visit reports from their smartphone.
Goal: Improve field sales productivity and compliance
Functionality: Activity Planner, Lead Profile Review, Lead Status Updates, Visit Reports
Integration with: CRM/Lead Management System (LMS), Calendar, Maps
Interactions: Guided navigation using cards, Free-form text conversations with NLP, Inline Forms, Geo-tracking
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