We all know the key to customer loyalty and retention is in relationships. This is why we have designed Opmetrix so that your field teams can access information offline, with complete access to customer call notes, contacts, photos, sales history and current opportunities.
Opmetrix empowers your field team with all the information they need to focus on selling and exceeding targets.
Recording call notes is quick and easy in Opmetrix. Call notes can be used to record visits, capture product feedback, track issues and requests. All contacts are in one place and linked to call note history.
Attach multiple photos to call notes and review history at any time.
Escalate call notes by email for immediate action and tag them for next visit follow ups.
Opmetrix includes comprehensive task management features including a built-in task list which ensures your team action all tasks and capture critical business data on every visit.
Powerful surveys deliver key insights. Create targeted surveys that can include multiple question types, photos, electronic signatures and conditional questions.
Set tasks with due dates for actions to be completed. Create and monitor business goals that can be targeted by channel, territory and team members.
Upload and distribute key collateral including brochures, spreadsheets, planograms and videos for the team to access in the field.
Access documents anytime, anywhere even without an internet connection.
Target document access to channels and territories. Set auto expiry dates based on promotional cycles and other key dates.
Every staff member has access to customer notes ensuring all interactions are professional.
Customer requests and queries can be actioned promptly with the tap of a button. Information sharing between head office and the field team is easy with Opmetrix.
One platform to drive field team success with 360-degree client engagement while
supporting sales managers to increase productivity, enhance communication and improve visibility.
"Opmetrix have been able to support our complex distribution structure by configuring their solution to suit our needs."
"I strongly recommend Opmetrix as a CRM tool for the Field team. As a user it is extremely easy to use and navigate the store details / contacts/ promotional activity and answer any survey tasks that have been applied. All information is in real time with no overnight delays."
"Smooth transition of our sales team into the Opmetrix platform, with plenty of two-way communication and support from the crew."