Customer Visit Report Mobile App

The only way for sales managers, sales reps and small business owners to manage their routine customer visits is by obtaining customer feedback on a regular basis via client visit reports and exercising proactive relationship management. Using customer visit reports for quality control and inspection purposes makes it easier to increase customer satisfaction and customer retention by addressing potential issues head-on. When used in the field by sales reps and others, these client visit reports can really help improve your customer relationships.

Key benefits of this app: 

• If you sell a product to different stores or manage a large inventory of products for several different customers, keeping up with customer care by visiting them in person is the best way to identify potential issues before they impact the business, and it also provides an easy way to gather customer feedback during client visits

• Using the Customer Visit Report template app to track the information you gather during these client visits means that you'll have an electronic record that can be analyzed for sales and marketing purposes

• The generic client  visit report app tracks company information, contact details, product groups and visit notes using a mobile device, and data can be customized to fit user needs

• Keeping track of customer visit reports by filling out the visit report template every time is critical to monitoring the customer experience and can help develop strong customer loyalty

• Reduce customer complaints to your company and turnover by managing your customer relationships in real-time with the customer visits template app

Don't forget to check out our field services business templates!

Category: Field Service Automation General Field Service Automation

  • Apple
    iPhone, iPad
  • Android
  • Window

Why Customers Love GoCanvas

Reduces paperwork
Tracks jobs & expenses
Shows real-time data
Affordable plans
How It Works
I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.

Dave Kramer

PennLine Service

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