Austrian packaging company seeks sales software (logbook including CRM)

We are looking for a tool for our field staff that records journeys (journey analysis) and is also very practical, so that employees see a real benefit and actually use the tool. This led us to the following idea:

The field service employee gets into the car, starts the tool on the tablet, and then has the option of selecting a customer in the interface or, if necessary, creating a new customer. After selecting the customer, they see all the details about that customer.

• Last visits
• Visit reports, notes, comments
• Customer data...
• etc.

They then start navigation and tracking runs in the background.

After visiting the customer, they can save their report and notes about the customer on the tablet. This information is then stored with the customer. This would give our field service a tool that really benefits them (keyword: usability).

The actual tracking runs in the background, enabling management to evaluate the field service employees' customer visits, e.g.

• Number of customer visits
• Visit reports
• Number of trips, km, duration, etc. (logbook)
• How often did they visit which customers?
• etc.

Three software workstations are required for field service employees and one for administration.