TeamPoint Field Service Management software helps you win more business by managing you sales process.
Enter site surveys and quotations. Email PDF’s to your customers and prospects. Track which quotations have been performed, accepted, rejected or expired.
You can also get quick insights about business development with the business development dashboard. At a glance you can see recent activity, performance of your sales team and conversion rates for potential new clients. It allows you to prioritise top valued quotes and quotes that are about to expire. You can see monthly quotation totals together with numbers of accepted and declined quotations. You can see how each sales person performs in relation to the rest of the sales team and how your quotes are distributed geographically.
This dashboard is going to save you lots of time, streamline your sales process and make sure you stay on top of all your most important quotes and customers.