Sales representatives

WiseRep sales representative application is based on the WiseRep CRM employee’s management system and allows a sales representative to perform a wide range of tasks using a phone/tablet, as well as to request or transfer data to the office quickly.

The application for the sales representative WiseRep allows you to solve the following tasks:

  • Display scheduled visits
  • Display completed visits
  • View the route and information on the objects of interest
  • View information about the client (previous visits, scheduled visits, account receivables...)
  • Search for the info according to the specified criteria (by client name, address, keyword, etc.)
  • Filling out the questionnaire according to customizable criteria
  • Add photos (photo report)
  • Add an order
  • Use application data from previous visits
  • Set order statuses
  • Cancellation of the visit
  • Display a repeat visit
  • Simultaneous visits
  • Report generation
  • Send data to a secure server
  • View reports for any date
  • Edit the generated report after saving, but before sending it to the server (before synchronization)
  • Add and view reminders and notes to a contact report

Advantages of the WiseRep app for a sales representative:

  • Free trial period of 30 days
  • Automation work of the sales representative
  • Integration with GoogleMaps
  • Adaptation to heavy loads
  • Works online and offline
  • Guarantees the security of data transmission
  • Integrates with 1C, SAP, Bitrix24, Microsoft Power BI, API
  • Reduces the time spent by the sales representative on the visit
  • Available on Android and iOS via GooglePlay and AppStore
  • Customizable and scalable to meet any delegate needs

WiseRep for sales representatives is the best investment to simplify the tasks of the representative, as well as increase the productivity of your team!

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