How To Gain Control Over The Activities of Your Salesman?

Who is the solution for:

  • Sales

Please turn on subtitles to watch this video in English!


  • Don’t have an overview of the activities of your salesman?
  • Have lengthy and exhausting F2F interviews about Leads and Opportunities?
  • Do they exchange information via Excel spreadsheets and process them at length?
  • Do you often have this information inaccurate and “out-dated”?
  • Are you missing clear reports delivered on time?


  • You will get a real-time overview of the activities and opportunities of your team – on your mobile phone, laptop, or tablet.
  • You identify a “weak” salesman almost immediately.
  • You will have an accurate overview of which trader follows your trading procedures.
  • You save hours and hours of time a month with inefficient conversations about individual activities.
  • You can work together to develop opportunities that are “worthwhile”.


Solution description:

  • Introductory workshops.
  • Project management.
  • Complete documentation.
  • Installation and basic system settings.
  • Outlook Integration permission settings.
  • Mobile application.
  • Preparation of 5 customer reports.
  • Preparation of dashboard.
  • Data migration.
  • End-user training.
  • Reporting training.
  • Training of administrators.
  • Preparation of manuals and description of processes.
  • Operation support.

How long will it take?

  • 25 days