Report Visita– Scheda clienti

by Sandro Troncone


Productivity

free



Want to jot down information during a business meeting quicklyand schematic? You know how much time has passed since the last visit to your customer?Report Visit is the app with all the tools you need for your job: organizer, database,appointment reminders and traffic lights for the customer visit. Suitable for every kind of work is idealfor activities that need a database of contacts and easy to update, access and share with your company.- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -DATABASEBuild your store by creating a customer record for each contact.Note the information on the ad by filling in the appropriate fields: Purpose ofvisit / Topics discussed / Problems encountered / Opportunities / Doubts and domandeRichieste /Prospects / Future potentialities / Opportunities and Risksstrong competition points / weak points competitionNext actions / Who does what / Times / Proposals to the directionThe fields of the customer card can be customized to adapt the model to your real needs.The data is the heritage of the individual user and are saved locally, but can be sent via email- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -electronic diary and appointment reminder:Enters the customers card and you tap on "Appointment"; choose the date and time.- - - - - - - - - - - - - - - - - - - - - - - - - --- - - - - - - - - - - - - - - -Stoplight customer visit:The color indicates how much time has elapsed since the last visit.Green = less than 3 monthsYellow = from 3 months to 6 monthsRed = more than six monthsBlue = potential customer to setting a first visit.- - - - - - - - - - - - - - - - - - - - - - - - - --- - - - - - - - - - - - - - - -Note: Report Visit is constantly changing; leave a review and help us improve it! write [email protected] to send suggestions and / or opinions.