Field Sales

How DataScope can support field sales processes.

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