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Industries

Banks

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Real time

Have a clear vision of all the visits made by each salesperson of your Commercial Team. Visualize how the negotiation process goes with your clients (it can be customized according to the core business) in each visit made and the distance traveled by the seller. In this way, the monitoring of the visits made is much easier.

Also, through the App you can visualize in real time the Street view of your vendor´s visit, check the information such as the status of the visit, schedule of the visit, summary of the visit and which external vendor was the one who made the visit.

Free trial for 15 days
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Customize your App in real time

My Visit allows you to customize the App according to your needs and generate reports of your team in real time. Prepare reports by region, negotiation status, collaborator, client or period and export them in PDF, Excel, XML and other formats.

Join your sales force in real time according to the cities or states where you develop your business, establish sectors in a personalized way and better organize the planning of your commercial team.

In the same way you can customize the status of visits, market trends and products (using #Hashtags) adapting to the need of your own company. Example: #CustomerProfile, #CustomerProfile, #CustomerSize, #SecurityTypeToSell #CustomerPurchaseStatus

Free trial for 15 days
How the App works

The most user-friendly App on the market that gives you all the tools to increase the productivity of your commercial team.

Photos: The seller can register photos of the visits and send photos as exhibitors of products, products, banking machines. It is possible to share via social networks and Email. The coordinator receives the images in real time in the administrative portal.

Offline: It is not necessary to be 100% of the time connected to an Internet network. The App works offline and synchronizes the information as soon as there is a new connection. If the seller does not have a GPS, you can enter the address later.

Miles Round: The seller with the Miles Round service enabled informs/records the distance traveled from point to point. The coordinator receives this information with a preview of Google Maps. The user who has this function enabled may contract this service after 15 days of testing or at any time within the store.

Free trial for 15 days
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Shared agenda

Create commitment for your employees and schedule visits for your sales team. Make a list of commitments for your team and you will get a notification through the App as they are made.

Free trial for 15 days