Mobile Field Sales

Mobile Field Sales

Ostendo Freeway Mobile Field Sales

Sales Orders and Quoting

  • Hierarchical graphical product lookups and catalogues.
  • Create new customers or prospects, or update existing customer details.
  • Create new CRM sales opportunities. Add notes and assign follow up actions.
  • Create new sales orders and quotes.
  • Receive customer deposits to sales orders.
  • Generate an instant invoice and receive payment.
  • Maps – integrates with Google maps for directions from your current position.
  • SMS – two way text messaging to other staff.
  • Phone – phone the customer from the app.

Business Process Checklists

  • Business Process checklists can be used to ensure that employees follow a disciplined and consistent process.
  • Checklists – mandatory or optional checklists and data capture. A checklist is a pre-defined list of questions or pointers to guide a user and ensure that employees follow a disciplined and consistent process.

Process Management

  • Update user defined colour coded Tracking Codes against records to update the business process status.
  • Forwarding – allows an employee to forward a partially completed Datasheet to another user, eg to a Supervisor for approval.
  • GPS Tracking – GPS coordinates and time stamps for On & Off site. Plot the location of employees on a Google map within Ostendo.

Data Capture

  • Barcoding – that works on devices with an inbuilt barcode scanner or with external bluetooth barcode scanner to scan asset numbers. 
  • Scan On – a feature that allows the user to simply scan a barcode to initiate the creation of a Datasheet. This is especially useful if the user primarily only deals in one type of transaction.Can read all barcode types including QR Codes.
  • Photos – integrates with device camera to take photos or link to existing images on the device. 
  • Sketches – Draw on photos to highlight points of note, or draw freeform sketches.
  • Typed Notes – add internal or external notes which can update specific note fields in Ostendo Operations. View past history notes against sales orders or customers.
  • Audio Recording – use voice recordings instead of typing notes, or record noises for service purposes.
  • Signatures – capture multiple signatures with mandatory or optional setting. Options to prevent changes to data sheets after customer signature.
  • Email & Print – email and/or print details to the customer or the office.

Business Intelligence

  • View previous job notes.
  • User-defined Inquiries which can have a combination of a chart, scorecard (multiple KPIs), and a listing report style.
  • The output within Freeway can be sent to a PDF file and emailed.
  • A snapshot can be taken of a portion of the inquiry display and annotated with an audio note. This is much faster than typing an email.
  • Scorecard KPIs or statistics can be defined, with highlighted conditional values.
  • Restriction counts in the data can be defined, eg top 10 customers.

Setup and Security

  • Styles - user-defined solutions using any combination of objects.
  • Security – define the employees who use the Ostendo Freeway app and what they can do.
  • Branding- user-defined background and button styles. Options include branding and logo in the background and user-defined buttons.