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Elevate Sales Field Reporting powered by WhatsApp API

Track your sales team's customer visits effortlessly with our Sales Executive Customer Visit Reporting Solution enhanced by WhatsApp API.

Benefits

  • Informed Decisions Use data-driven insights to tailor customer interactions.
  • Improved Sales Strategies Leverage customer preferences and competitor data to enhance sales efforts.
  • Increased Efficiency Automate data capture and analysis for real-time updates.
  • Accountability Track and analyze every visit, ensuring timely follow-ups and proactive engagement.

How It Works

  • Field Updates via WhatsApp Sales executives use WhatsApp to quickly update visit details, guided by AI-driven prompts to ensure all essential data is captured efficiently.
  • Key Data Capture for Insights The system automatically collects critical information during each visit, including:
    • Customer Status New or existing customer, helping prioritize actions.
    • Product Usage Identifying current products and potential cross-sell opportunities.
    • Competitor Insights Understanding if competitors supply products, giving a competitive edge.
    • Complaints Capturing issues for timely resolution and better customer satisfaction.
    • Cross-Sell & Sample Requests Identifying opportunities to offer new products or send samples.
    • Financial Insights Tracking outstanding amounts and payment release dates.
    • Next VisitScheduling follow-ups to ensure continuity in customer engagement.
  • Real-Time Insights & Actionable Data Conversational AI analyzes the collected data in real time, providing actionable insights that help the sales team:
    • Prioritize follow-ups and address urgent issues.
    • Optimize sales strategies based on customer behavior and financial data.

SBS’s Sales Executive Customer Visit Reporting Solution ensures real-time, actionable insights that improve customer engagement, operational efficiency, and overall sales performance.