SALES ORDER ASSIGNMENT
Ensure the right sales rep is assigned to the order by allowing Custella to auto-assign or suggest according to their availability, utilization, proficiency, and location.
SALES ORDER MANAGEMENT
Know what’s going on; what needs to be done, and what’s already completed. Your field sales management team can monitor any sales order and link to your ERP systems.
Automatically optimize field agent’s day, working around fixed meetings, based on location, availability, and priority. Factor in buffer times such as walking from the carpark, or taking the lift to the client’s floor as well, so there’s no arriving late to worry about.
Track your miles automatically, without requiring third party apps to verify. Save travel time and fuel by allowing Custella to pick out the optimum route that gets field agents to all the necessary locations.
Geofences enable field sales managers to trigger business rules or create notifications as and when they are crossed by field agents.
CUSTOMER 360 DEGREE VIEW
Create a comprehensive hub of all your customer’s details and notes in one canonical view, to better prepare to serve their needs.
FIND NEARBY CUSTOMERS
Field agents may find themselves at a particular location and should they feel like utilizing that time to pursue the tasks that are nearby, they can easily search for customers close by.
Different tasks will require different skill sets to address them. Are you certain that the agents you’re assigning tasks to are capable of completing it? Shed those worries with Custella, with dynamic skills that can automatically factor in which field agent is best suited to tackle tasks.
Get customised reports that give you your organization’s operational performance. Create, edit and customize reports based on the real-time data to help you make smarter and relevant business decisions.
You no longer need to individually call to check on field agent’s attendance records. Field agents can also apply for leave and mark days off so that tasks won’t be assigned to them during these days.
Eradicate the need for calls and messages on other platforms, by using Custella’s in-app Instant messaging. Communication between managers, teams, and field agents was never this convenient.
Group field agents into teams for better organization and collaboration. Customise your teams to your preference and operational needs.
From productivity to marketing, to collaboration and beyond, now you can connect your Salesforce to Custella. Field sales reps can customize their Salesforce consoles, and Managers can automate common tasks within Custella to cut wasted time and reduce errors.
SYNC WITH GOOGLE AND MICROSOFT 365
Sync your calendars with Google and Microsoft 365
Access Control Activity Dashboard Activity Management Salesforce Integration Notifications Automatic Reminders Calendar Sync with Google Customer & Contact Management Customizable Branding Data Import/Export Notes Images & Document Attachment In-app Messaging Inventory Management Mobile Alerts Multilingual Permission Management Request Assistance Role-Based Permissions Sales Order Management Job Order Management Search Functionality
Calendar Sync with Google
Customer & Contact Management
Images & Document Attachment
Sales Order Management
Job Order Management