Sales person activity planning
add sales person visit schedule for a given date and time with customer product details. The corresponding visit schedule can be checked from each employee login (ESS Portal).
Admin user needs to schedule date and time and allocates to employee with target customer and place in each sales visit.
Sales Person tour planning
For any sales person, multiple client visits can be scheduled according to optimized route of customer locations so that maximum customer coverage is achieved in shortest time and route path.
Sales Person Visit report capture
For every client visit, sales person should maintain visit report which can be verified by manager and above.
Sales Person Field Attendance
For every client visit, sales person needs to make attendance from field location at the start and end of the visit. The duration between two attendances for any given location will actually
give the details of customer visit. Peacksoft SFA Mobile app has the provision to mark attendance. This sends attendance details with person geo location.
Sales Person Expense Tracking
User can add expense details with each SFA visit. Application will have provision to approve this expense details from sales person.
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