Report Visita– Scheda clienti

Want to jot down information during a business meeting quickly

and schematic? You know how much time has passed since the last visit to your customer?

Report Visit is the app with all the tools you need for your job: organizer, database,

appointment reminders and traffic lights for the customer visit. Suitable for every kind of work is ideal

for activities that need a database of contacts and easy to update, access and share with your company.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
DATABASE

Build your store by creating a customer record for each contact.

Note the information on the ad by filling in the appropriate fields: Purpose of

visit / Topics discussed / Problems encountered / Opportunities / Doubts and domandeRichieste /

Prospects / Future potentialities / Opportunities and Risks

strong competition points / weak points competition

Next actions / Who does what / Times / Proposals to the direction

The fields of the customer card can be customized to adapt the model to your real needs.

The data is the heritage of the individual user and are saved locally, but can be sent via email

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

electronic diary and appointment reminder:

Enters the customer's card and you tap on "Appointment"; choose the date and time.

- - - - - - - - - - - - - - - - - - - - - - - - - --- - - - - - - - - - - - - - - -
Stoplight customer visit:

The color indicates how much time has elapsed since the last visit.

Green = less than 3 months

Yellow = from 3 months to 6 months

Red = more than six months

Blue = potential customer to setting a first visit.


- - - - - - - - - - - - - - - - - - - - - - - - - --- - - - - - - - - - - - - - - -

Note: Report Visit is constantly changing; leave a review and help us improve it! write to

sandrotroncone@gmail.com to send suggestions and / or opinions.