CHECK-in: The Details!John Lankes2020-09-30T08:23:02-07:00
CHECK-in: The Details!
Improve your sales and service team performance with CHECK-in, our sales performance. The depth of sales analytics provided by CHECK-in guarantees that your most valuable investment- your sales team- is performing at the their best and gives you the data to make big decisions.
GPS Sales Rep Tracking App- Locate Your Outside Sales Reps
When your sales reps check in and out of customer visits with the app, their locations are recorded, the duration of the visit is calculated, and details are mapped out in real time. This not only lets you stay connected with your team, but also helps you better plan and manage your sales team, territories, and schedules.
Automatic Sales Reports- Easy Sales Analytics for Reps and Managers
Outside sales reps and managers can easily pull sales performance reports with the information that is tracked real-time in CHECK-in. This means advanced sales analytics, with almost no additional time for the sales rep or sales manager.
Reps can easily fill out a customized call report that digitally logs all necessary information on what was discussed or presented, the interest level of the appointment, and much more. Reps can also check in and out from their customer visits directly from the call report form, which is then automatically sent back to sales management.
Sales reps simply open the account and click through the call checklist. The call checklist is easy to create, very flexible, and easy to use with simple pull down menus, check boxes, comment sections, and more. Their location is automatically added as validation when they click the check-out button on the checklist.
Many companies using Salesforce for their outside sales teams have built a custom sales call report or checklist using the standard Log-A-Call feature in Salesforce. CHECK-in easily incorporates this feature, allowing you to drag and drop Log-A-Call questions to an Event page layout.
When the group calendar in Salesforce.com is used for appointments, CHECK-in automatically locates your sales rep at the appointment time, and you can view the location detail.
All of these features in one simple app are your solution to improving sales performance.