Products / Field Service Management / Features / Check-in Check-out
Simplify your representatives' check-in and check-out process and track their visit through exact latitude and longitude in real-time.
Validate field representative visits at the customer location as well as customer store address through integrated GPS.
Sales managers can track executives' visits and pertained field activity as well as can enable their executives to track the same.
Simplify, manage, and drive your end-to-end field activity with our LionO360 CRM with check-in and check-out functionality. Strengthen your representatives to seamlessly reach out to customers via phone calls or customer location visits following the defined route and efficiently get the prompted questionnaire filled in by customers.
Enable your field representatives to seamlessly perform check-in and check-out under a defined area range (within 0.2 miles of customer location), helping you to validate your executives’ visits by matching their location with the customer store location through integrated GPS as well as track the total time taken during each visit through our LionO360 check-in and check-out module with time spent functionality. Also, allow your executives to correct or update customer addresses if they find them invalid.
The first complete business management software for small business with CRM, Inventory, Accounting, and much more.
LionO360 Field Service Management module helps Field Sales managers to track the overall check-in and check-out activities of their field executives as well as demonstrate the same in dashboards/reports & analytics helping them serve improved customer experience while impacting customer retention. Moreover, you can also allow your representatives to track their own visiting history, for instance, total visit counts, when and which locations are visited, and which are yet to be performed.
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The "new normal" during a COVID-19 world is driven by a businesses use of technology to be able to function and prosper. In this webinar we are speaking with LionO360’s who's mission is to empower small businesses to grow and thrive through advanced CRM technologies. LionO360 is the first and only cloud and mobile-based software as a service CRM solution that includes sales automation, warehouse/inventory management, customer service management, field representative management, and route management all in one platform. LionO360 helps companies improve operations, grow their business by converting more sales leads, and provide better support for their inside and outside sales teams.
Learn how your business can reinvent itself by using the proper technologies to manage inventory, drive sales and function effectively during these difficult times.