Field sales
Meeting logs, travel expenses and daily target against achievement from the phone.
What it costs to run this on messages and spreadsheets.
CRM updated days after the meeting
Travel claims submitted in batches
Activity high, conversion unexplained
Managers building pipeline views by hand
One chain, not six systems.
A supervisor logs a delivery on their phone at the site. That same entry is what the approver opens and what the month-end report counts, so nobody types it into a spreadsheet again.
- Visit
- Meeting note
- Lead update
- Follow-up
- Travel claim
- Target
Sales & CRM
Keep every opportunity moving, and know what needs follow-up.
Field Visits
Know what field teams are doing, and what happened at the visit.
Sales Targets
Connect salesperson activity with opportunities, targets and outcomes.
Expenses
Capture supporting information and simplify claim preparation and review.
Workzent Zeno
Ask the business, reduce data entry, and surface what needs attention.
A salesperson describes the meeting once. The lead, the follow-up and the claim all follow from it.
Show us one week
of your operation.
We will map it against the field sales configuration and show you where the manual steps disappear.
