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Sales Activity Management

Finally, clear visibility in the field

Automatically capture the sales activity you’ve been missing & know exactly where to spend time

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LOCATION TRACKING

Find your reps when you need them

Give managers real-time visibility into the field with geo-based tracking.

  • Locate your reps’ location on a map during work hours
  • See travel path history
  • Turn location tracking off for teams that prefer more GPS privacy
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SALES ACTIVITY CAPTURE

Automatically capture every sales activity without extra work for your reps

91% of CRM data is incomplete or inaccurate.

Without quality data, you’re forced to guess when it comes to figuring out what’s happening in the field; with Spotio you can:

  • See every visit, call, text, and email to customer or prospect
  • Identify the best channels for engaging with customers
  • Deploy and measure multichannel sales approach to maximize success
  • Integrate with your CRM without disrupting your rep’s workflow
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ACTIVITY REPORTS & INSIGHTS

See exactly the amount of activity it takes to achieve your targets

Find the sales activity that’s having the biggest impact on performance

  • Manipulate the report by activity type, users, territories, etc.
  • Draw actionable insights that guide your business forward, such as number of visits to get to a customer
  • See where activity is falling off and why to drive higher customer engagement
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