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Enable your sales or support team on the field with relevant customer information from your CRM server on their smart-phone. With GPS geo-location, view nearby customers or driving directions on maps. Improve collaboration between field and office with real-time updates of progress. Every update is geo-tagged with time-stamp and synchronized to CRM server. A manager can review current location of each member on the field and track activity.
Ideal solution for directing field staff with scheduled tasks and tracking progress.
* This is a 14-DAY trial version of iRev-FieldXprt(iRevCRM-vtiger for field staff). To remove 14-day limitation, please install https://play.google.com/store/apps/details?id=com.ireveal.irevcrm_unlocker
* This App works with vtiger CRM open-source community version. It will NOT work with vtiger OnDemand !
* This App requires a custom module (iRev-GeoTracker) to be installed on vtiger CRM server. You can evaluate this on our demo server (URL: http://www.irevcrm.in/demo, username=demo, password=welcome)
Navigate to menu : ‘Tracking’. Select staff ‘demo’. Updates from App will be visible on this page.
* iRev-GeoTracker is available for download from our website: http://www.ireveal.in/iRevGeoTracker.html
– Supports CRM modules: Organizations (Accounts), Leads, Opportunities, Tickets, Contacts and Events.
– Summary-view, Search, Detail-view, New and Edit. Supports standard and custom fields.
– Dynamic pages: Information to be displayed on App can be controlled from vtiger setup.
– Updates from field (App) or vtiger web (Office) immediately visible to each other.
– View nearby Opportunities, Leads, Contacts or Organizations based on geo-tag, current location and proximity setting
– Geo-tag and time-stamp logged during every update from App. Can be configured for time period based logging.
– Sign-On and Sign-Off for computing daily distance travelled. ‘Check-In’ to indicate current location or arrival at a location.
– Upload images from phone-camera and associate with any entity on CRM server
– Offline support to operate in areas with limited mobile coverage – update only.
FEATURES of iRev-GeoTracker
– Automatically sets geo-tags from address fields for Organization, Opportunity, Ticket or Lead
– Displays location of Organization, Opportunity, Lead or Ticket on Maps. Option for manual update.
– Traces route taken, time-stamp and updates by field-user
– Activity tracking and distance travelled by user for any time-period
For more information related to this solution or our services, please visit http://www.ireveal.in/CrmServices.html or contact us : [email protected]
vtiger is a trademark of vtiger.com
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