Real-time Access to Key Data, Speed, Accuracy & Instant Reporting

Smart, Powerful and Super Simple to use Paperless Mobile Forms & Cloud Management Solutions for the Sales Processes
Catalog Management
Exhibition Lead Services
Field Marketing Services
Field Sales
Lead Capture Services
Market Research Services
Mystery Shopping Services
Party Planning Services
Print Management Services
Sampling Services
Solar Sales
Staff Appraisal Management
Vehicle Check Management

Knowledge , Speed, Accuracy & Real-time Reporting

Field Sales has historically been a very paper based process – in terms of accessing resource documents, order taking and invoicing. This inevitably leads to inefficiencies, errors and time delays. Powerful mobile solutions are now available to drive sales processes and report in real-time on customer information together with the data required to improve the sales process.

Intuitive questions, database linking, product lookups, mandatory fields, on-screen signatures and time, data and GPS stamping are all powerful integrated tools that enable accurate, compliant sales processes to be delivered seamlessly.

Automation will play a key role with smart, mobile technology and intuitive workflows sending notifications, alerts and customised PDF reports. Real-time visibility that has never been possible before will revolutionize the industry and provide a level of reporting that will change the market.

Safet Adds to Sales Management Paperwork Issues

Workplace Safety has become a major factor for the industry and this has led to increased levels of paperwork juggling and management time. Simple, easy to use, paperless systems need to be implemented to ensure compliance for a safe working environment for all Sales staff.

Sales Management need Visibility of Time & Costs

In all competitive industries, speed of service and the efficiency of all elements of the solution becomes a key component to profitability. Visibility of time and results is critical – everyone needs to be accountable and systems need to put in place that save management time, provide real-time reporting and get rid of duplication and the paper chasing.

A Sales System has to:
  • Be really simple for everyone to use
  • Work in all environments - with and without connection
  • Be mobile - the team are mobile, the system has to be too
  • Time, Date, Location and Customer focussed
  • Be flexible - every sales process is different
  • Be cost effective - the system needs to deliver

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Paperwork is a real issue in our industry. With Formitize, not only have we got rid of our paper forms but we now have real-time visibility of what’s happening. The safety, time tracking and reporting elements are awesome!