Avantgarde Visit Report

Site Visit Report in link with Suite CRM

Every day your sales reps are in the field not only writing orders, but also gathering important details about their customers, so they can build better relationships and increase sales.

Customer notes provide a log of your sales reps’ activities. During each customer visit, sales reps rapidly document and share information about their meeting.

For instance, they can note the customer’s new category strategy, capture changes to competitive positioning, or track in-store merchandising execution.

Prior to seeing the customer again, sales reps can easily search the contents of the notes to review their past discussions.