Tracking and organizing sales activity in the field goes beyond basic tracking. Reps communicate with customers through many channels, and for the best results, it should all be capture seamlessly.
The last thing sales reps need is a tool that holds them back. Spotio moves beyond sales routing and is designed to automate admin tasks and increase productivity so reps can focus on selling.
Business leaders can’t make strategic decisions without accurate data to guide them. Spotio paints a complete picture of what’s working and what’s broken, providing clear insights.
Spotio gives you the option to activate GPS tracking, giving management the ability to track where reps are in the field.
Being able to locate rep location on a map (in real-time) not only increases accountability, but it enables you know if reps are making the most of their time in the field.
Sales reps are working hard in the field to land new customers, but a common problem often arises: reps arguing over who owns which leads.
Spotio’s territory hierarchy feature enables management to create user permissions so only certain reps can access specific lead data. This keeps everyone organized and clear on who owns each lead.
As sales reps go about their day in the field many of the activities go undocumented. This is because CRM’s weren’t designed for a life in the field; they’re mobile functionality is cumbersome and time-consuming.
Spotio is designed for life in the field. An intuitive sales app that integrates with your CRM to auto-capture activity and update your CRM in real-time. No extra work for your reps means more time to make sales.
“What I like best about Spotio is it’s time saving abilities. I am able to unqualify many homeowners before I even ever knock on the door.”
SHANE LYNCH, President, Stormguard