Sales CRM

Schedule Tasks and Visits

An easily shared calendar without the fuss

Skynamo’s calendar features mean sales reps can easily plan their day, week, or month, and managers can immediately view this information via their Skynamo web portal.

Managers or internal telesales users can also easily add visits or tasks to a rep’s calendar from the web portal without having to contact the sales rep to check their availability.

Plan your day or week better

Skynamo helps reps plan customer visits more efficiently – templates make it easy to import existing call cycles directly into reps’ calendars.

You can also get a quick overview of your day or week by viewing tasks and visits scheduled.

Overdue tasks or visits are pink
Upcoming tasks or visits are blue
Completed tasks or visits are grey

Call Reports

Cut admin time in half with automatically compiled call reports.

All the activities you perform in Skynamo are automatically captured and used to create a Daily or Weekly Call Report. For sales reps, this means no more sitting for hours at the end of the day or week writing up details on customer visits or trying to remember the details of what was discussed or what was ordered.

For sales managers, this means sales reps’ daily or weekly reports are delivered directly to their inbox with detailed information on every interaction their reps have had with customers. Sales managers no longer need to ask where their sales reps are, where they’ve been, or whom they’ve seen, but instead can focus on providing sales reps with tips and advice to help them sell more based on insights on-field sales activity available via Skynamo.

Daily Call Report

The Daily Call Report reflects a sales rep’s daily activities including:

Number of visits logged
Amount of comments made
Number of tasks completed
Amount of forms completed
The distance traveled
The value of quotes, orders, and credit notes placed
Time spent on visits vs driving
The map shows the route the sales rep took that day –
this feature can be used to help sales reps plan their route
better.

Daily Call reports reflect sales reps’ activities in detail including comments made at a customer, the details of tasks completed, which forms were completed at a customer, and so much more.

Weekly Call Report

Number of visits logged
Amount of comments made
Number of tasks completed
Amount of forms completed
Distance traveled
Value of quotes, orders, and credit notes placed
Time spent on visits vs driving.

Weekly Call reports reflect sales reps’ activities in detail including comments made at a customer, the details of tasks completed, which forms were completed at a customer, and so much more.

Customer History

Know your customers

All customer details and history are in the palm of reps’ hands, which means no more shifting through hand-written notes or searching for that email communication from months ago.

Customisable Customer Fields

You can add up to 250 customisable
fields, such as:

Contact information
Visit frequency
Sales rep/s associated to the customer
Credit balances
Amount outstanding
Customer’s industry
Associated or nearest warehouse
Pricelist associated with a customer

New info can be added/edited at any time and then instantly synced so that customer data is kept up-to-date on every reps’ device and on the manager’s web platform.

Never walk in unprepared again

Complete customer visit history is available in one glance, which means sales reps can review the history of all interactions with the customer before starting a visit.

Reps can also get a more detailed overview of each section such as:

Sales Overview

Tasks associated to a customer
Upload files – such as contracts
The last date a customer was visited
How many orders, quotes and credit requests a customer has placed
Surveys completed at the customer
Forms completed at the customer
Stocked products
Top ordered products
Products a customer has never ordered

Forms and job cards

Less paperwork and more insights

With Skynamo, managers can easily create forms that sales reps can use to capture market and customer intelligence in the field. Using Skynamo’s forms function eliminates paperwork and reduces admin as sales reps capture data digitally and the completed forms are stored in Skynamo.

Ensure you’re collecting the right data

Management can make forms compulsory for sales reps to complete by embedding them into a visit – even assigning different forms to different customers, types / categories of customers, regions or sales reps. This means the right form is automatically available for the relevant customer visit – no need to search for the right form to complete!

Create your own custom forms to gather the information you need

Forms are customisable and can be based on current paper-based forms or job cards, or management can create entirely new forms. Collect information on your competitors, get feedback on how your customers experience your brand, run surveys in retail shops with consumers – custom forms can easily be created to capture the specific information you need from the field! Forms can even include photos, so management can ‘see’ what’s going on in the field.

Create customised reports

Data gathered via forms can be used to
create customised reports for management to gain instant insights via their Skynamo dashboard.

Route Planning and GPS tracking

Real-time Insights and Less Admin with GPS Tracking

One of the key features of Skynamo is GPS tracking, which provides managers with a real-time view of field activity, such as rep location and customer visits, time spent with customers, time spent on the road, kilometers driven, orders taken and comments submitted by reps.

By answering these typical who, what, where and when questions, Skynamo transforms managers from micromanagers to coaches for their reps.

Skynamo’s GPS tracking reduces admin and manual entry of data for reps by automatically capturing and logging all customer visits and their duration, time on the road and routes and distance traveled – eliminating the need to compile call reports at the end of each day or week. What’s more, Skynamo’s GPS feature locates all customers on a map to facilitate a rep’s route planning to ensure more time in front of customers and less time on the road.

Call Cycles: Increase frequency and duration of your customer visits

Coordinating call cycles and visit frequencies with manual spreadsheets and maps is neither effective nor efficient.
Skynamo makes it quick and easy, so reps have more time to connect with customers

Import call cycles or allocate visit frequencies

Import existing call cycles directly to the calendar with easy to use templates. Allocate visit frequencies to customer profiles based on existing CRM. Multiple users can have an individual visit frequency set to a specific customer, allowing the business to track ROI of separate activities. Coordinating call cycles and visit frequencies with manual spreadsheets and maps is neither effective nor efficient. Skynamo makes it quick and easy, so reps have more time to connect with customers

Plot the actual location of your customers to their profiles

Improve time to service during staff churn, with all customer locations and visit history in their hands as soon as they start. An appointment canceled? A spare 15 minutes to call on a client? Skynamo gives you visibility of all clients near you using GPS. Each visit is time, location and date stamped, feeding crucial data back into the business.

Use the data to drive efficiency

Filter your database according to distance, location, industry type, and visit frequency. Plan your business activities according to specific outcomes. View the geographic spread associated with your data on detailed maps. Allow visit trends and customer preference to improve scheduling.

Stock Take, Quotes, Orders, and Credit Notes

Bridging the gap between CRM and ERP

Skynamo integrates with ERP and accounting packages such as Sage – Sage 50 Cloud (Pastel Partner), Sage 200 Cloud (Evolution), Sage Enterprise Management, Sage 300 (Accpac), and Sage One. Skynamo bridges the gap between CRM and ERP systems by offering one interface to both – making it much easier for sales reps to do stock takes, see accurate stock levels and pricing, as well as place quotes, orders, and credit notes all on the road via a single interface.

Up-to-date and customer specific pricing available immediately

With Skynamo reps no longer need to contact the office to check on pricing or stock levels, all this information can be uploaded into Skynamo and accessed by reps while at a customer or on the road

Shareable product information at your fingertips

Images, spec sheets, and all other product
information can be uploaded to Skynamo and made available to reps on the road via their mobile device – improving the accuracy of orders and providing customers with an accurate overview of products available. No need to wait to get back to the office to send product information to customers.

Stylish Digital Product Catalogue

Skynamo eliminates the need to carry paper product catalogues and brochures on the road. All product images, specifications, and information can be uploaded to Skynamo and converted into a stylish digital product catalogue available via a mobile device.

Quotes, Orders and Credit Requests done while you are at the customer

Skynamo gives reps the ability to process a quote, order, or credit request while at a customer. Skynamo provides access to accurate stock and pricing, as well as applicable discounts per customer, and even warn reps when a discount being quoted for a customer is lower than the Below Cost Price and Below Minimum Price.

Customers sign acceptance for the quote, order, or credit request directly in Skynamo, and once submitted, the quote or order is emailed directly to the office for processing.

Product-Feature-Sheet_Sage_-Quotes,-Orders,-Credit-Notes-2

Your all-in-1 Field Sales software platform and mobile app

all-in-1 Field Sales platform

Skynamo is the all-in-1 Field Sales platform used by manufacturers, distributors and wholesalers with sales teams engaging with and selling to customers on a regular basis.