mySoftwareGuide

Safe & trusted downloads

The best software, verified by experts

Icon of program: UPWARD AGENT

UPWARD AGENT for iPhone

UPWARD AGENT: Streamlining Mobile Sales Activities

  • Free
  • 4.7
  • 1
  • V 3.5.0

UPWARD AGENT: Streamlining Mobile Sales Activities

UPWARD AGENT is an application designed to smarten up the sales activities of mobile workers. Acting as a "Personal Sales Assistant" to salespersons, it enhances data input accuracy, information quality, and immediacy, thereby facilitating effective CRM utilization.

UPWARD AGENT's Key Features:

  • **Automatic Stay Recording:** Based on location data, UPWARD AGENT detects and records when users visit customers. Salespersons can focus on ongoing negotiations or activities without the need to consciously track visit start/end times.
  • **Easy Activity Entry:** Besides recording the time spent and qualitative comments, users can update three record items—activity, contact, and visit—in a single screen. This seamless update process improves data input accuracy and allows for real-time CRM updates.
  • **Nearby Customer Search:** Users can search for customers located near their current position. For desired customers to visit, actions like phone calls, route guidance, and adding visit schedules can be done in a few taps.
  • **Nearby Customer Recommendations:** By setting customer condition preferences for recommendations, users receive notifications when customers matching the set criteria are detected nearby. This feature saves the hassle of frequent customer searches and enables smooth unplanned visits.

Icon of program: UPWARD AGENT

UPWARD AGENT for iPhone

  • Free
  • 4.7
  • 1
  • V 3.5.0