The smart app for successful sales people!
SalesTool makes customer acquisition for your team out in the field as well as in the back office easier. Your team gains more time to focus on the customers!
With SalesTool you create visit reports at the customer’s office during the meeting on your tablet. A structured input dialog makes up the structure of the report and ensures efficient data entry. For understanding you can use photos or drawing with the Apple Pencil.
The report is automatically formatted. After completion, you share it with the people in your company and with your customer.
All the relevant information about your contacts is quickly available thanks to the optional synchronization with your address book.
Tasks can be created with or without reference to a report. By assigning a task to one of your contacts, it will either be sent by e-mail or optionally as a Microsoft Outlook task. As a result all persons involved in the sales process are always at the same level of information.
Use sales and project teams to share reports to multiple people without having to add each name one at a time when creating a report.
The members are chosen from your contacts. For visual differentiation each team has its own color.
for the back office
Increase transparency: Important information is recorded in the customer appointment and immediately forwarded to the colleagues.
Documented: Complete all upcoming tasks in a timely and comprehensible manner.
Outlook-Integration: The tasks are transmitted and filed as Microsoft Outlook tasks.
for sales agents
Save time: In preparing the customer appointments by looking at the open and completed tasks. Hardly any post-processing as the essential activities are already done at the customer appointment.
Up to date: Always with the current processing status on site at the customer thanks to the automatic synchronization.
for sales managers
Improve customer satisfaction: Quick response to customer requirements and reliable processing of open points through a seamless flow of information.
SalesTool supplements your CRM-System: In the customer meeting, the visit report is created immediately and sent to the customer and the colleagues or stored directly in the CRM.
Work secure. On- and offline.
SalesTool is developed by the team of b2bApps GmbH. We give protection and safety of your data top priority. All data is encrypted and stored on servers in Germany (Amazon Web Services – Frankfurt, ISO 27001 certified) and is regularly backed up.
The App also works offline without an internet connection, because all your data is available locally on your device. All communication between your device and our servers is of course encrypted with 256-Bit by HTTPS (SSL/TSL).
Wolfgang DannererProject engineer, Bacon Gebäudetechnik GmbH
Andreas HöllingerCEO, Andares Marketing und Kommunikation
Gilbert BauernfeindCEO, OEMTS
Bernhard FischerCEO, ebmpapst Austria
Jelena KajtezSales Team
SalesTool at a glance
Use the structured input dialog to create your visit reports. The reports are automatically formatted and can either be printed or sent as a PDF file.
It is possible to distinguish between internal and external topics. Internal points are only visible for a restricted group of people.
Assign tasks to a contact or to the internal staff with a due date.
The creation of sales and project teams with different team colors helps you to share your reports quickly.
The reports, tasks and notes are summarized per customer. A simple to use and structured user interface is an essential feature of SalesTool.
To ensure that no information is lost, notes can be created for customers.
SalesTool is available for the iOS mobile operating system and therefore usable on your iPhone and iPad. A version for Android is currently being created.
You can either import contacts from your address book or manually add them. The contacts are grouped by company name.
The data is synchronized to your mobile devices while the app also works offline.
Use attachments in form of drawings, PDFs and photos for the meeting point and tasks.
Add easily and quickly meeting and task templates to the report.
Customers can be shared with all SalesTool-users in the company. This allows your colleagues to access your shared reports and contacts.