the most important functions
The easy to use interface for smartphones and tablets is a key feature of SalesTool. You can see the number of open tasks and the not yet completed reports in the dashboard screen. From there you can jump to the respective detail screens. Meeting notes, visit reports and minutes are summarized per customer. Search and sort functions help to find the right data quickly.
SalesTool-Tip: When you use SalesTool for the first time add your company logo as well as the own contact and company data in your user profile. The logo will be printed on the report.
Create and share your reports
Use SalesTool to create and share conversation notes, visit reports or journals. In the first step you define the type of the report. A structured input dialog helps to enter the data. Select your customer, record the participants and set up the mailing list. Afterwards you have the possibility to create several meeting points with tasks. The finished report is automatically formatted and can either be sent as a PDF file or printed out directly in the app.
SalesTool-Tip: You can use the language recognition or an external keyboard for your tablet for entering the texts.
You create tasks with a due date either in the report or individually with reference to a customer. The sales people have the ability to complete tasks in the app.
SalesTool-Tip: The task list can be filtered for open and completed tasks and is divided in tasks which are assigned to you and tasks that you have delegated to other people.
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.
SalesTool-Tip: In the mailing list of a report you can enter not only individual contacts but also teams. The names and email addresses of the team members are automatically inserted into the report.
You can either import contacts from your address book or create contacts manually in the app. Contacts with the same company name are combined to a customer. You will then use the contacts as participants or in the mailing list of the report.
SalesTool-Tip: A new contact to a known customer can be directly created in the course of adding people to the participants of the meeting or in the mailing list.
Internal and external topics
A topic within a report can be marked as internal or external. Internal topics are only visible to a restricted mailing list (e.g., back office) and are also visually highlighted. The change from external to internal is made easily by a switch.
SalesTool-Tip: This feature also allows you to collect internal information in a report. It is ensured that this information is only shared with persons you have designated.
Add your attachments as PDFs, drawings, or photos directly to the meeting points or tasks and use your photo library or the camera on your mobile device for the photos. The drawings in the attachments can be sketched directly with the Apple Pencil or with the touch. PDFs are shown in the last page of the report. You can show or hide the attachments in the report and also edit them.
SalesTool-Tip: Take the Apple Pencil and add comments directly to the photos. You can see the number of attachments at the meeting point.
Create text templates for your tasks and meeting points in SalesTool. In the templates you can use individual texts as example (tenders, Appointments, …). Use the templates to write reports quickly and easily.
SalesTool-Tip: You can also use multiple templates. These will be added to the tasks or meeting points in the selected order.
SalesTool is available for the iOS mobile operating system and therefore usable on your iPhone and iPad.
To ensure that no information is lost notes ca be created for customers. The notes are entered in the customer folder.