Allocate customer accounts to users. Get customer level insight on field actions and data.
Bsharp sales enablement platform is customer aware
You need field data collection by specific customers. Like tracking individual customer meetings, feedback, sales… Bsharp’s customer account framework makes it happen.
Add customers and assign it to specific users in the system
Bulk add users in the backend, reassign accounts from one user to another
Assign a Master Account to identify groups of related accounts
Capture standard profile of the account including geo-location
Account Forms : An Example
Consider the case of Retail Merchandising. The Product Manager would like to know if the latest product merchandise is deployed in their Top 100 retail (A & B category) outlets. These outlets are handled by 10 different sales personnel.
The administrator deploys the accounts to the sales personnel
A form to capture merchandising including Size, GPS Location, Photo is deployed
The users (sales personnel on field) get a notification to get the audit done
The users choose the account, the form to be filled and fill in the audit (on their mobile app)
The results including Status, Geo-location, Photo are available to analyze
The Product Manager can also analyze based on the account attribute – Category A or B.