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HG Sales app III

Tablet – API

HG Sales app III
HG Sales app III icon

HG Sales app III

Tablet – API

HG Sales app III overzicht
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

  1. Schedule the quickest route between different customers
  2. Add 'high potential' appointments in the vicinity of the planned route to the day planner
  3. Faster schedule appointments with customers and add them to the agenda
  4. Compile perfect visit reports, without missing an important detail
  5. Continue working, even when the app is offline
  6. 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 appHG webshop, HG SIS and HG order portal

HG Sales app III description
icon-image-tablet icon-image-tablet
Tablet

Functionality

Function Login - HG Sales app III

Login

Representatives of HG canlog in with their own pincode.

Function Login - HG Sales app III

Login

Representatives of HG canlog in with their own pincode.

Function Menu - HG Sales app III

Menu

Various functionalities of the app in a list.

Function Menu - HG Sales app III

Menu

Various functionalities of the app in a list.

Function Day planner - HG Sales app III

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.

Function Day planner - HG Sales app III

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.

Function Optimal planning of multiple visits - HG Sales app III

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.

Function Optimal planning of multiple visits - HG Sales app III

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.

Function Day planner: info pop-up - HG Sales app III

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.

Function Day planner: info pop-up - HG Sales app III

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.

Function Day planner: appointment not visited - HG Sales app III

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.

Function Day planner: appointment not visited - HG Sales app III

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.

Function Day planner: start a visit - HG Sales app III

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.

Function Day planner: start a visit - HG Sales app III

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.

Function Day planner: visit report not completed - HG Sales app III

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.

Function Day planner: visit report not completed - HG Sales app III

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.

Function Export road map to phone - HG Sales app III

Export road map to phone

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

Function Export road map to phone - HG Sales app III

Export road map to phone

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

Function My clients: overview - HG Sales app III

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.

Function My clients: overview - HG Sales app III

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.

Function My clients: map view - HG Sales app III

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.

Function My clients: map view - HG Sales app III

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.

Function Prospect detail page - HG Sales app III

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.

Function Prospect detail page - HG Sales app III

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.

Function Plan an appointment - HG Sales app III

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.

Function Plan an appointment - HG Sales app III

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.

Function Customer detail page: visit started - HG Sales app III

Customer detail page: visit started

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

Function Customer detail page: visit started - HG Sales app III

Customer detail page: visit started

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

Function Change customer data - HG Sales app III

Change customer data

Customers' data can easily be changed.

Function Change customer data - HG Sales app III

Change customer data

Customers' data can easily be changed.

Function Complaints overview - HG Sales app III

Complaints overview

An overview of all submitted complaints.

Function Complaints overview - HG Sales app III

Complaints overview

An overview of all submitted complaints.

Function Complaint form - HG Sales app III

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.

Function Complaint form - HG Sales app III

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.

Function Sales information - HG Sales app III

Sales information

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

Function Sales information - HG Sales app III

Sales information

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

Function Visit report: take photos on arrival! - HG Sales app III

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.

Function Visit report: take photos on arrival! - HG Sales app III

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.

Function Visit customer report - HG Sales app III

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.

Function Visit customer report - HG Sales app III

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.

Function Visit report: schedule new appointment - HG Sales app III

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.

Function Visit report: schedule new appointment - HG Sales app III

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.

Function Search - HG Sales app III

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.

Function Search - HG Sales app III

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.

Function Fixed appointments - HG Sales app III

Fixed appointments

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

Function Fixed appointments - HG Sales app III

Fixed appointments

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

Function Ranking - HG Sales app III

Ranking

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

Function Ranking - HG Sales app III

Ranking

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

Function Settings - HG Sales app III

Settings

Set the push-notifications you wish to receive.

Function Settings - HG Sales app III

Settings

Set the push-notifications you wish to receive.

Function Synchronization of data - HG Sales app III

Synchronization of data

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

Function Synchronization of data - HG Sales app III

Synchronization of data

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

Function Admin menu - HG Sales app III

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.

Function Admin menu - HG Sales app III

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.

Function Entering orders / returns / trunk deliveries - HG Sales app III

Entering orders / returns / trunk deliveries

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

Function Entering orders / returns / trunk deliveries - HG Sales app III

Entering orders / returns / trunk deliveries

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

View all

Reference

 Reference

Johan G. Gelderblom, Director Finance, Administrative Organisation and Information Technology

quote

"We were looking for a specialist, that could guarantee speed, transparency and quality of service and product and think along with the client! DTT has managed well to deliver the first project, a sales app for our international branches.

We decided to give our second project, a web portal for our international customers, to DTT as well. I am curious whether DTT will manage to succeed here. After all, as they say "You're only as good as your last game", so you have to prove yourself over and over again!

Project 3 (a second Sales app) and project 4 (a complete new website) are still on the drawing board, so .......!? "

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Joost Gunterman

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