PLEASE NOTE: To use this application you must have a LocalCRM SalesAssist account.
SalesAssist is a tool that enables company staff members and affiliates to capture any information the company is interested in using flexible configurable forms.
All collected data is being transferred to LocalCRM for further analysis. Application supports offline mode when all collected data will be transferred to the server when the device connects to the Internet.
Features:
- Fully configurable forms for data capturing, including triggered events to drive the data capturing
- Branding of the interface
- Any number of the forms
- Multiple user roles and access control
- Powerful analysis of data in LocalCRM
- Access to customer details and product details (requires Internet connection)
- Forms versioning
Great uses:
- Capture lead details and areas of lead’s interest for automated marketing and benchmarking
- Automate capture and transfer the enquiries across the company