Order Taker

Order Taker

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07/12/2023

πŸ“±Today we’ll show a short demo of our mobile CRM.

Very convenient and user friendly, has a number of advantages:

βœ… View a complete timeline of a sales rep's most recent tasks, orders, surveys, phone calls, emails and more from a mobile app.

βœ… View and set appointments on a calendar.

βœ… Take planograms and share them with head office from mobile CRM app.

βœ… Add Customers, billing/shipping locations and key contacts from the mobile CRM app.

βœ… View customer appointments on a calendar and map out routes of customers on a map.

βœ… 360Β° view of assigned customers, anytime, anywhere.

βœ… View past and present order documents from assigned customers to maximize interactions.

βœ… Access sales intelligence data on accounts, credit information, contacts, locations and more in real-time to help reps make informed buying decisions.

βœ… Mobile CRM for Wholesalers accessible via a native Android, iOS or iPad app, accessible offline.

Get in touch today and see how OrderTaker can help your business thrive. If you have any questions, please reach out to [email protected].

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Summit, NJ
07901