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snapADDY VisitReport

snapADDY

Capture your visit reports and send them directly to your CRM system on the go!

snapADDY VisitReport is the tool for your next trade show! You always wanted a quick, more efficient and more comfortable way of handling your leads on the go? That’s when snapADDY VisitReport comes into place. Its main goal is to digitally capture all outcome of a sales conversation centrally via our app.

The complete lead can now either be transferred into your CRM system or temporarily stored for a later validation.

snapADDY is available for Windows 10, iOS and Android devices and works best with a tablet device.  

Features:

  • Template Configurator: With our Template Configurator you can easily create your own questionnaires for each trade fair or opportunity in the field service. You can use various inputs for the different field values!
  • Branding: You can brand the app completely to your own needs. Set your color choice and upload your own logo to give a professional impression!
  • Attachments: In case you have gathered more viable information in your sales conversation, that do not relate to one of your preconfigured questions with our Template Configurator, you can easily attach drawings, notes and photos to your visit reports.
  • Business Card Scanner: Extract personal contact information from business cards via an easy photo. when your conversation partner is handing over his business card, you can just take a photo and all information is extracted and attached to the visit report you are filling in.
  • CRM integration: snapADDY VisitReport offers a fully integrated experience for your Microsoft Dynamics CRM. Get your visit reports automatically mapped to your own instance.
  • Offline availability: Being in the field service or at a trade fair often means that your internet connection is not sufficient. Therefore, our software still works being offline. It gathers all reports - while being offline - and sends them when the connections is sufficient again.
  • Individual mapping: We offer an individual mapping as a service for snapADDY Grabber relating to the connection to your individual Microsoft Dynamics instance. When you are using individual fields and values you can still map them to a certain question that you have configured in the Template Configurator. Please contact our sales team if you want to get to know more information.
  • Dashboard: The Dashboard is used to gather all visit reports and is often accessed during a trade fair from the back office. All reports can be seen and sent to your Microsoft Dynamics CRM instance from here. Furthermore, some basic statistics about reports and activities can be analyzed here.  
https://gallery.azure.com/artifact/20151001/snapaddy.visitreport.1.0.1/Artifacts/SampleImage/44232e6a-18f5-4832-aa4a-2301f06a2783.png
https://gallery.azure.com/artifact/20151001/snapaddy.visitreport.1.0.1/Artifacts/SampleImage/44232e6a-18f5-4832-aa4a-2301f06a2783.png