| Visit Report | Module |
|---|---|
 |
|
 |
Automatically create your visit report templates in Microsoft Word. Complete your reports in MS Word but only have the information saved to the central database that was not in your template file. Create compelling reports that can tunnel into all your visit reports. Consolidate all your previous visit reports into a single area. Record sales calls and share key data with the whole sales team. |
It is likely that when you come back from visiting your customer or prospect that you will have identified or created an opportunity that you will want to document and share. The Visit Report module has been engineered so that whilst Account Manager will manage the whole operation, you actually enter the information in an environment already familiar, Microsoft Word™. Once completed you are seamlessly handed back to Account Manager and all the data is automatically saved in the Account Manager database for easy management and future retrieval.
The Team Server™ and P2P edition will ensure that everybody on your focused sales team gets access to visit reports after they have been created. If you have the proxy you can easily get access to anybody's report so you don't even have to contact them to understand how a particular meeting went. This will dramatically reduce any remote synchronization time and make analysing visit report details easy. |
 |