DHI-Sales:
Data Driven Salesforce Automation!
Need to integrate enterprise data and insights into your salesforce application? Is there an opportunity to optimize routing based on real-time data? Require an off-line reporting and salesforce routing and survey data collection application that works on your smartphone? Try Dhi-Salesforce.
DHI-Sales:
Data Driven Salesforce Automation!
Need to integrate enterprise data and insights into your salesforce application? Is there an opportunity to optimize routing based on real-time data? Require an off-line reporting and salesforce routing and survey data collection application that works on your smartphone? Try Dhi-Salesforce.
Customer Level Reporting & Insights
Provide access to key customer level insights – storyboards and reports – and download data for offline viewing. Customer level data integrated with route map and other customer level activities.
Optimize Routing Based on Opportunities
Dynamic routing provides the ability to optimize salesforce calls by using enterprise data and management objectives to visit those customers that are likely to yield the highest ROI subject to constraints. Integrated with activities, system takes into account time required per activity and call/visit constraints (including appointments) to provide the call route on a daily basis – in real-time.
Define Customer Level Surveys and Assignments
Create data collection surveys during customer calls and collect information offline and upload when connected. Easy and intuitive survey design tool requires no programming or coding.
Define Customer Activities and Assignments
Create customer level activities and assign to targeted customers with expected completion date. Activities can include survey form completion, external PDF file/contract signing, reviewing performance and opportunities, etc. Can drive priorities – and allow dynamic routing (optional) to use such activities to determine the best call route over a sales cycle
More Reasons to use Dhi-Salesforce
Easy to Deploy
Can be deployed on any back-end SQL database with deployment times of less than one week in most cases.
Minimal Training
Designed for sales personnel – with simple and intuitive UI/UX that requires less than 30 minutes of training on the actual application.
Offline Mode
Support download function for offline operation – prior to route initiation. Uploads survey and other data when connected (automatically upon login).
Browser Based
No need for sales representatives downloading native application and related complexities. HTML 5.0 based browser application enables easy management and deployment.
Testimonials
Technical Information
Front End:
HTML 5.0 compatible browser: Chrome, IE, Edge, and Safari
Devices:
Desktop (PC or Mac), Tablets, and Android & iOS smartphones
Middleware:
IIS Server, PostgressSQL
Databases:
SQL Server, Oracle, PostgressSQL, Redshift, Teradata, SparkSQL, etc.
- Front End: HTML 5.0 compatible browser: Chrome, IE, Edge, and Safari
- Devices: Desktop (PC or Mac), Tablets, and Android & iOS smartphones
- Middleware: IIS Server, PostgressSQL
- Databases: SQL Server, Oracle, PostgressSQL, Redshift, Teradata, SparkSQL, etc.
