Efficiently Manage Your Field Sales Using a Mobile CRM
Automate, plan, track and monitor your agent's daily sales routine
Let LeadSquared plan your agents’ day for them. Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically.
Based on the agent’s location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.
The tool can use the customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agent
Track all their calls and messages that they receive on their mobile device and analyze their overall productivity. Use their meeting history to know if they are meeting their targets.
LeadSquared will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.
Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance traveled, and even the locations of every meeting.
“LeadSquared is used by our retail managers and third-party agents who are on the field selling our products. We needed an easy way to create and track leads on-the-go, and various roles/access levels as we work with different third-party agencies, and LeadSquared does that perfectly.”