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Published byChristal Hicks Modified over 8 years ago
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Swyft Product Overview Small Business. Mobilized.
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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
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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
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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
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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
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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
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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
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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
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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
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