Swyft Product Overview Small Business. Mobilized..

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Presentation transcript:

Swyft Product Overview Small Business. Mobilized.

Add Contacts  Auto-populate address from a map view  Configure required and optional fields  Input to custom fields  Trigger campaigns and action sequences Swyft Proprietary & Confidential. Copyright

Manage Contacts  Search contact list  View and edit  Contact details  Opportunities  Appointments  Tasks  One touch call and  One touch navigation  Update person notes Swyft Proprietary & Confidential. Copyright

Configurable Mobile Forms  Digital sales and service forms  Standard fields  Custom fields  Signature capture  Workflow triggers  Dynamic PDF generation  To customer  To home office Swyft Proprietary & Confidential. Copyright

Swyft Mobile Contacts Map View  View nearby contacts (GPS)  Filtered list and map views  Color coded by contact type  Click for detail and navigation Swyft Proprietary & Confidential. Copyright

Activity Calendar  Color-coded calendar view  Quick glance consolidates  Appointments  Task deadlines  Opportunity follow-ups  Record completion, results and follow-ups Swyft Proprietary & Confidential. Copyright

Swyft Mobile Team Scheduling  Schedule follow-ups  Advanced Scheduling by:  Team  Skill set  Appointment type  Availability  Confirmations to customer  Notifications to team members Swyft Proprietary & Confidential. Copyright

Swyft Management  Appointment Manager  View Consolidated Calendar  Edit & Reassign Appointments  Last minute schedule changes  Automated Notifications  Customer  Assigned team member Swyft Proprietary & Confidential. Copyright

Swyft Management  Sales Administration  Real-time assignment  Activity tracking of hot leads  Territory management  New and re-assigned leads  Reporting  Real-time on-line reporting  Activity tracking, including location  Results by individual, team and aggregate Swyft Proprietary & Confidential. Copyright