Capture visit reports easily during a customer call

The tasks of sales representatives and service technicians usually include the creation of a visit report after a customer meeting. This is often done in several steps: from the handwritten note, to the subsequent entry into the CRM system, to the integration of visual material. This poses the risk of incompleteness, and the timely creation of these reports is also not guaranteed.

blue-zone AG has also integrated the function of visit reports in its sales and field service app, which can be operated on site, during the customer meeting, filled out with checklist or free text AND with image/video documentation.

In this video, we show how easy it is to integrate a visit report into the customer conversation. The beauty of it: the visit report is immediately assigned to the customer in the CRM system.

Youtube Video Capture visit reports with the sales app

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