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
Properly set up Salesforce CRM with Saleforce Mobile would do this.