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Jan212011
| Blog

Mobile Territory Management

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terr_map_iphoneDo you need a way to keep track of your clients, make notes, access their phone and address and get from one customer to the next? Then we have the right solution for you - our Mobile Territory Management solution that works on your iPhone, Android or Blackberry.

Manage your contacts directly from your cell phone in real time. Add notes or new clients, edit on the fly, make phone calls and locate your next customer. Check out our new map app -see how it works -just shoot us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it asking for a test drive and will send you a login to the sample site. Keep reading to learn more.

 


 

Main MenuWhen you first login, you're greeted with a main menu from which you can choose either the map or a listing of all your clients. We have provided a list of sample clients to give you a feel for the application.

 

Selecting Utah Dentist will take you to a list of all the Dentists on your list. The list you see is controlled by your login credentials - you will only see your clients not anyone elses, unless you have manager credentials in which case you would see all the clients in the list.

 


 

Dentist ListAt the top there is an add button which allows you to add new client information including their address with the ability to map it once you've entered in the information. If given the proper credentials, you can all export the entire list are import a list from a csv file.

 

Additionally, by clicking on the client name you can edit their current information and save it. When selecting View from the Comments column you're provided with another screen to view and/or add more comments. The same goes when selecting Add from the Comments column.

 


 

Edit ClientAs you can see from this screen shot, you have editable fields to update any pertinent information.

 


 

mapitAlso editable is the flag color. A range of colored pins are available to enable you to establish criteria for different colors. Then when looking at the map you can easily determine if you need to visit, if it's a "hot" prospect or if you need to skip this time...whatever you come up with.

Once you type in the full address information for editing or adding a client, you can click the "MAP IT" button to set the location in the map. It will automatically be included in the main map from then on. You can also delete clients, which will automagically remove them from the map.

 


 

zoom_inBack to the map! On your cell phone you can use gestures to zoom in and out of the map, or scroll the map in different directions. The Red Pins are clusters of clients. The larger the pin, the more clients in that particular area. Zooming in will reveal specific client locations on the map. Selecting a red pin will zoom in on that particular area, revealing additional client locations.

 


 

bubble_popupBy clicking on or selecting a specific pin, a pop up bubble appears with the client information for that location. It can include any information that is included in the backend database. You could keep total sales information, additional office personnel, or what ever you need quick access to. We install the information you provide us into the application and set up the maps initially. You then maintian the data and information yourself.

Everything is set up for the type of security you need, so if you only want certain people to see certain clients, they are given the proper credentials to access those clients. We even provide the ability to set credentials for adding, editing, importing, exporting and deleting specific clients, so you have the freedom to share what ever level of access your company needs.

If you would like to demo this application just shoot us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it and we'll send you a login. Our pricing ranges are based on the number of accounts you need to input, but the cost is approximately $1 per client with discounts based on volume. If you are ready to go you can This e-mail address is being protected from spambots. You need JavaScript enabled to view it in an excel or csv file or provide us with the total number of clients and general locations and we'll send you back a bid. If you decide not to use our services, we will delete any data sent to us.

Last modified on Monday, 28 February 2011 13:15
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