Sales Visit | Shopl

Sales manager,

Finding solution to easily manage sales visit planning and reporting.

Sales representatives,

No time to write reports for every client visits.

CEO,

Finds it troublesome to use different systems to manage attendance, sales visits and try to save cost spent on different systems.

Streamlining Sales Reporting on Mobile

Report directly from the field without delay and punch-out outside the office.

Prevent oversights with task management

Stay on top of schedules and tasks.

Clear Team Communication

From sharing documents to delivering work notifications.

Visualize work status and data at a glance.

Instantly grasp the situation in real-time.

Preventing Loss of Sales History

Digitizing task history and access them in one platform.

Easily register and manage clients offices

Handle numerous clients locations with Shopl instead of spreadsheets.

Streamlining Sales Reporting on Mobile

Submit visit reports on mobile

Swiftly create client visit reports on your mobile device while in the field and share them with the head office in real-time.

Instant communication with in-app chat

For urgent matters, opt for business chat over personal messengers for quick communication.

Prevent oversights with task management

Daily task assignments

Sending reminders to complete assigned tasks within deadlines helps prevent submission omissions.

Manage Repetitive Task

Assign regular invoice issuance tasks according to the schedule. Repetitive tasks are automatically generated and send reminders to PICs.

Manage Repetitive Task

Assign regular invoice issuance tasks according to the schedule. Repetitive tasks are automatically generated and send reminders to PICs.

Address VoCs promptly

Efficiently address a variety of requests and issues from customers by utilizing a dedicated issue board.

Clear Team Communication

Document Sharing Board

Share various documents via topic board and communicate. From new product sales deck, case studies, to pitching guide.

Work Notice Delivery

Send out important notices by team, position, office, or to individual level. Shopl verifies whether each employee has checked the delivered message.

Visualize work status and data at a glance

Realtime Attendance Dashboard

Managing the attendance status of sales staff can be complex. Starting form HQ to visiting different clients in a day, check the visit route of your sales team.

Visit report statistics

Check whether assigned reports submitted by sales rep. Monitor the no. of report trend and completion rate at a glance with visual data and statistics.

Visit report statistics

Check whether assigned reports submitted by sales rep. Monitor the no. of report trend and completion rate at a glance with visual data and statistics.

Client visit statistics

Check visit statistics by client and by sales rep. Sales rep's visit KPI achievement rates and various metrics are provided.

Preventing Loss of Sales History

Access all client records at once

From each client's visit logs to the history of reports submitted for each visit, making it easy to manage at a glance.

Client interaction history

Maintaining a record of customer interactions is crucial. Share responses to requests via client management boards to keep track of your interaction history.

Effortlessly register and manage client DB

Upload at once

Visualize clients on a map, easily identify nearby clients, and adjust your visit route accordingly.

Shared map view

Check client location on mobile map and complete the visits.

All-in-one Workforce Management Solution

From attendance to leave management

Punch-in/out, Shift scheduling, and leave approval.Shopl supports all workforce management features.

Flexible Schedule Management

Adjust schedules flexibly to accommodate the changing work schedules of sales staff.

Are you still using Messenger and Excel to manage your team?

It's frustrating not knowing which employees haven't read the notices.

After sharing educational materials as files, they expire over time.

Managing schedules is cumbersome, and it's difficult to confirm for the recipients.

It takes too much time to collect and organize the results of store visits one by one.

You can know the detailed status of employees who have participated in notices and surveys.

You can share documents on the bulletin board without worrying about expiration.

You can easily manage schedules from scheduling to assignment confirmation.

You can easily aggregate and format data to easily digitize the results of store visits.

영업 • 외근 관리

Streamlining Sales Reporting on Mobile

Clear Team Communication

Visualize work status and data at a glance

Effortlessly register and manage client DB