Salesboard is the right tool to help Field Technicians improve customer experience, by providing information or communicating with sales.
It's easy for field technicians to notify the sales team of potential sales opportunities. in one click, field technicians can send information about a potential opportunity directly to the sales team. That way you can make sure the sales team is aware, and able to follow up and close the sale.
Field technicians can use Salesboard's pitch cards to conduct short sales meetings. This feature allows field technicians to quickly and easily pitch the right product or service. By conducting short sales meetings, field technicians can generate leads for the sales team or close the deals themselves - right on the spot.
Salesboard provides field technicians with insight into the complete customer history. This includes information about sales meetings and commercial agreements. This feature allows field technicians to better prepare for their appointments and provide the best possible service. Having access to this information also allows field technicians to upsell and cross-sell products and services.
Relyon is a leading provider of field service software. We are teaming up to create the perfect solution for both field sales and service
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With Salesboard, you'll effortlessly plan, execute and manage field activities – all in one place.