Question
I have a remote salesperson on a significant base who works from home and road with android phone. I want to track their day.
I have infusionsoft now. It sux.
I want an CRM web app that runs on desktop and android phone:
- Sends me a daily email report that
1) chronologically lists how previous day was spent including
A) work day start time,
B) calls outgoing and incoming
- start, end time, contact, result
C) emails reading & writing
- start, send time, contact, result
D) meetings
- start, end and result.
E) Other activities eg driving
- start, end, contact, result
2) Sales pipeline status changes and value in graph format.
This should be done as automatically as possible. Ideally with no typing by salesperson. Ie buttons only. Or only one word typing if req.
Answer
I understand your need for a robust CRM that can comprehensively track your remote salesperson's activities. It sounds like you need a system that goes beyond what Infusionsoft offers, especially in terms of detailed daily tracking and reporting.
One solution might be to create your own CRM tailored to your specific needs. This would allow you to include all the features you mentioned, such as automatic tracking of workday activities, sales pipeline updates, and detailed daily reports. By developing a custom CRM, you can ensure it runs smoothly on both desktop and Android devices and minimizes the need for manual data entry.
I recommend checking out this article: https://www.cleveroad.com/blog/how-to-build-your-own-custom-crm-system/. It provides a comprehensive guide on how to create a CRM that meets your unique requirements. The article covers essential aspects such as key features, development steps, and tools that can help you build a CRM that perfectly suits your business needs.
Creating your own CRM might seem daunting, but with the right guidance and resources, it could be the most effective way to get exactly what you need.
