Presentation is loading. Please wait.

Presentation is loading. Please wait.

Swyft Product Overview Small Business. Mobilized..

Similar presentations


Presentation on theme: "Swyft Product Overview Small Business. Mobilized.."— Presentation transcript:

1 Swyft Product Overview Small Business. Mobilized.

2 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 2015 4

3 Manage Contacts  Search contact list  View and edit  Contact details  Opportunities  Appointments  Tasks  One touch call and email  One touch navigation  Update person notes Swyft Proprietary & Confidential. Copyright 2015 5

4 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 2015 6

5 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 2015 8

6 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 2015 9

7 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 2015 10

8 Swyft Management  Appointment Manager  View Consolidated Calendar  Edit & Reassign Appointments  Last minute schedule changes  Automated Notifications  Customer  Assigned team member Swyft Proprietary & Confidential. Copyright 2015 11

9 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 2015 12


Download ppt "Swyft Product Overview Small Business. Mobilized.."

Similar presentations


Ads by Google