Ensure the right field sales rep is assigned to the order by allowing Custella to auto-assign or suggest according to their availability, utilization, skills, and location. 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/CRM system.
Automatically optimize field sales 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.
Never worry about dropping the ball when it comes to customer satisfaction. Empower your field sales agents with Customer 360 with Custella’s open integration to CRMs like Salesforce.
Your field sales agents will have all the information about their customers that they would need when tackling a sale, right at their fingertips, with Custella’s ability to remind to follow up, and visit customers near the field sales agent’s location.
Create, edit and customize reports to help you make smarter business decisions and share them with the relevant members in your organization. Standard reports are auto-created reports that are created by the system.
Upload and download customer data with ease using CSV and PDF formats, linking to your current database and other relevant systems.
We Work Well With
Our Case Studies
What Our Customers Say
How We Do Things
Need more info on pricing or interested in scheduling a demo with us? Just fill up the form or drop us an email at firstname.lastname@example.org