Features of Swyft Mobile | Field Sales | Swyft Mobile

Functionality for Sales Management

Territory Management

Easy to use User Interface
Import prospects and existing customers from virtually any system. Source data does not have to be reformatted
Geocode leads
Leverage Swyft’s Information Hub module
Dynamically create logical territories around prospects by point and click
Assign territories and work assignments to sales agents and define “local” markets
Execute “on demand” changes to territory and sales agent assignment criteria immediately updating the system
Communications Center – launch email to groups and individuals

Prospect Assignment

Dynamically assign prospects to sales agents by point and click
Prioritize assignments and dynamically change as necessary
Manage workload by sales agent and prospects to be covered in a territory or in all territories
Assignments appear on sales agent’s Tablet or Smartphone
Product Offer Optimization
Leverage Swyft Adaptive Optimization and Real-time Personalization Modules
One to one personalized product and service offers

Sales Agent and Prospect Tracking

Follow Up and Workflow

Functionality for the Field Sales Agent -Tablet and Smartphone Features

Working the Prospect

Daily prospect assignments and follow up tasks appear on Tablet or Smartphone
Prospect product recommendations – Leverage Swyft's Real-time Personalization Module
Map and list views of prospects and follow up tasks
Point and click disposition of interaction and result
Easy to use entry of prospect and order details

Order Entry and Submission

Order form is configured to the product / product set selected
One click Order Submission
Increase sales agent efficiency for time management and order entry
One click submission versus calling in an order and having to wait for a representative
Eliminates errors
Provides for consistency and standardization across sales agents and regions
Pre-filled data when available
Updates to order entry data and forms provided instantly to all sales agents

Reporting Features

Every level of interaction is tracked and reported. Some examples: Prospect assignment, Sales agent location and activity, Interaction disposition (e.g. not home, sold)
Order submission, Follow up activity and open tasks, and Sales effectiveness
360 degree view of all interactions and supporting detail by sales agent, sales team, territory, products offered and sold, follow up tasks, etc.
Training and documentation standardization across all regions, local sales offices and sales agents
Ease of new hire training and change management

Functionality for Order Entry and Customer Service

Order Processing

The process of order submission through order confirmation is supported by a secure, closed loop communication cycle back and forth between the sales agent and back office for complete order process management
Order details are sent from the Tablet or Smartphone to the Order Entry queue
Order is verified and posted to the Order Entry system

Order Follow Up

Order entry exceptions and follow ups are posted to the Order Followup queue for further research and processing

Order Confirmation