Delivery: 2018, quarter 3

HG Sales app III is a nice extension for the successful HG Sales app II for Android Tablet. The latest addition, the Sales app III enables HG and its representatives to

Schedule the quickest route between different customers
Add 'high potential' appointments in the vicinity of the planned route to the day planner
Faster schedule appointments with customers and add them to the agenda
Compile perfect visit reports, without missing an important detail
Continue working, even when the app is offline
See the rankings of employees who have achieved the most points during their visits.

Among other things, the point system makes the app unique in comparison with other planning software. It is not planned on the basis of available resources, but entirely on the basis of a score. The higher the score, the higher the need for a visit. These scores are determined using an intelligent formula.

In addition to the HG Sales app III, we have developed five other solutions for HG: HG Sales app II, HG order app, HG webshop, HG SIS and HG order portal

Functionality

Login

Representatives of HG canlog in with their own pincode.

Login

Representatives of HG canlog in with their own pincode.

Day planner

In the day planner the representative sees all appointments for today and the next five working days. Two recommendations are displayed at the top of the screen and the user can view the scheduled appointments.

Day planner

Optimal planning of multiple visits

Schedule multiple visits at once. Ultimately, the app ensures that the selected customers are placed at the most favorable location in the route.

Optimal planning of multiple visits

Schedule multiple visits at once. Ultimately, the app ensures that the selected customers are placed at the most favorable location in the route.

Day planner: info pop-up

When you click on the info icon, the following info appears in a pop-up window: customer number, phone number, contacts including phone number and remarks for the next appointment.

Day planner: info pop-up

When you click on the info icon, the following info appears in a pop-up window: customer number, phone number, contacts including phone number and remarks for the next appointment.

Day planner: appointment not visited

When the representative chooses not to visit the appointment, the next pop-up opens. From here you can choose whether or not to schedule a new appointment.

Day planner: appointment not visited

When the representative chooses not to visit the appointment, the next pop-up opens. From here you can choose whether or not to schedule a new appointment.

Day planner: start a visit

The next pop-up will open as soon as a representative wants to start his visit. As soon as 'start visit' is printed, a 'visit started' label is placed in the day planner.

Day planner: start a visit

The next pop-up will open as soon as a representative wants to start his visit. As soon as 'start visit' is printed, a 'visit started' label is placed in the day planner.

Day planner: visit report not completed

Before a representative can start a new visit, the visit report from the previous appointment must be completed first.

Day planner: visit report not completed

Before a representative can start a new visit, the visit report from the previous appointment must be completed first.

Export road map to phone

Representatives can easily import the route map onto their phone by scanning the QR code.

Export road map to phone

Representatives can easily import the route map onto their phone by scanning the QR code.

My clients: overview

Representatives can find all their customers in the 'my customers' overview at a glance. From here they have the possibility to sort customers and to schedule appointments.

My clients: overview

Representatives can find all their customers in the 'my customers' overview at a glance. From here they have the possibility to sort customers and to schedule appointments.

My clients: map view

Customers can also be viewed on the map. The colors of the pointers indicate how much priority the customers / prospects have.

My clients: map view

Customers can also be viewed on the map. The colors of the pointers indicate how much priority the customers / prospects have.

Prospect detail page

View all relevant information about the prospect here. The prospect data depends on the data from the prospect visit report. The 'chance of success' to win the prospect is shown in the form of stars.

Prospect detail page

View all relevant information about the prospect here. The prospect data depends on the data from the prospect visit report. The 'chance of success' to win the prospect is shown in the form of stars.

Plan an appointment

Schedule an appointment with a customer / prospect by clicking on an empty period in the calendar. Appointments can be scheduled at a specific time or part of the day. Moreover, it is also possible to set the visit duration.

Plan an appointment

Customer detail page: visit started

Once a visit has started, a green indicator is present on the customer detail page.

Customer detail page: visit started

Once a visit has started, a green indicator is present on the customer detail page.

Change customer data

Customers' data can easily be changed.

Change customer data

Customers' data can easily be changed.

Complaints overview

An overview of all submitted complaints.

Complaints overview

An overview of all submitted complaints.

Complaint form

Complaints can be submitted via this form. Depending on the type of complaint, an extra text field may be added to the form. All fields are mandatory, adding a photo is optional.

Complaint form

Complaints can be submitted via this form. Depending on the type of complaint, an extra text field may be added to the form. All fields are mandatory, adding a photo is optional.

Sales information

Representatives can view various parts of sales information in this screen. This information can also be downloaded via 3G / 4G.

Sales information

Representatives can view various parts of sales information in this screen. This information can also be downloaded via 3G / 4G.

Visit report: take photos on arrival!

When a visit is marked as made in the visit report, the next pop-up window opens where you are asked to take photos / upload.

Visit report: take photos on arrival!

When a visit is marked as made in the visit report, the next pop-up window opens where you are asked to take photos / upload.

Visit customer report

Once a customer has been visited, a visit report must always be submitted. This report can only be made if a visit has started.

Visit customer report

Once a customer has been visited, a visit report must always be submitted. This report can only be made if a visit has started.

Visit report: schedule new appointment

As soon as a visit report is completed, the representative is asked if he wants to schedule a next appointment with the same client.

Visit report: schedule new appointment

As soon as a visit report is completed, the representative is asked if he wants to schedule a next appointment with the same client.

Search

Representatives can search the app for customers / prospects by clicking on the search icon in the overview. They can also name the location by means of a voice command after pressing the speech icon.

Search

Fixed appointments

An overview of fixed appointments. These appointments are sorted by date. The user can change appointments or mark them as not visited.

Fixed appointments

An overview of fixed appointments. These appointments are sorted by date. The user can change appointments or mark them as not visited.

Ranking

Representatives can view their ranking among their colleagues. The ranking can be sorted by points or euros. The ranking is refreshed every month.

Ranking

Representatives can view their ranking among their colleagues. The ranking can be sorted by points or euros. The ranking is refreshed every month.

Settings

Set the push-notifications you wish to receive.

Settings

Set the push-notifications you wish to receive.

Synchronization of data

When the app is connected to the internet, orders and promotions are automatically synchronized and sent.

Synchronization of data

When the app is connected to the internet, orders and promotions are automatically synchronized and sent.

Admin menu

The database can be downloaded from the admin menu. This screen can only be opened when an admin rights code is entered when opening the app.

Admin menu

The database can be downloaded from the admin menu. This screen can only be opened when an admin rights code is entered when opening the app.

Entering orders / returns / trunk deliveries

Orders / returns / trunk deliveries can easily be entered from the app.

Entering orders / returns / trunk deliveries

Orders / returns / trunk deliveries can easily be entered from the app.

Categories

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HG Sales app III

HG Sales app III

Functionality

Login

Login

Menu

Menu

Day planner

Day planner

Optimal planning of multiple visits

Optimal planning of multiple visits

Day planner: info pop-up

Day planner: info pop-up

Day planner: appointment not visited

Day planner: appointment not visited

Day planner: start a visit

Day planner: start a visit

Day planner: visit report not completed

Day planner: visit report not completed

Export road map to phone

Export road map to phone

My clients: overview

My clients: overview

My clients: map view

My clients: map view

Prospect detail page

Prospect detail page

Plan an appointment

Plan an appointment

Customer detail page: visit started

Customer detail page: visit started

Change customer data

Change customer data

Complaints overview

Complaints overview

Complaint form

Complaint form

Sales information

Sales information

Visit report: take photos on arrival!

Visit report: take photos on arrival!

Visit customer report

Visit customer report

Visit report: schedule new appointment

Visit report: schedule new appointment

Search

Search

Fixed appointments

Fixed appointments

Ranking

Ranking

Settings

Settings

Synchronization of data

Synchronization of data

Admin menu

Admin menu

Entering orders / returns / trunk deliveries

Entering orders / returns / trunk deliveries

Reference

More solutions

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