Simple Visit Reports

Ties it all together

A great app that provided a basic visit report that we have customised for our needs and allows us to capture the visit details on numerous objects which is great to marry up numerous actions. The reports and Dashboard were basic but a great start.

Great tool!

Great tool that make it's job. Having all visit and MoM reports in one place is a essentiel for our business where users from different region may work with the sae customer. We've customized to match our specifications.

Useful app, but still with 1 major limitation

This app gives us a customizable tool to attach Visit Reports to Accounts, Contacts and/or Opportunities. Unfortunately, it still has that major limitation of not being able to be related to an event.

Great app, but missing some key functionalities

This app works great if you want to have standard visit reports and want to analyse visit data. What I would like to have is to log the visit report as an activity in the activity-stream. Still not able to find that functionality...

Great little tool!

We had been struggling on how to record our customer meeting notes, and how to report on them to supervisors. There are many different types meetings, feedback and actions that needed to happen with our business, and I was able to customize this object to what I needed. It was also very easy to relate it to a custom object we have created called Prototypes & Samples. Our sales team actually loves it too! You can input your notes, schedule activities, and focus on other items until a task reminder you to follow up again. The Sales VP's love it, because they can see what the team is actually doing. All in all, we dig it!

Just what we needed.

A simple, easily customizeable form for tracking the travel of our sales agents. Great way to hold the agents accountable for each visit and see what trends are happening as a manager.

Great app - easy to customize

Gives a great basis for visit reports being logged against an Account. Added a lookup to a contact with ease. Sales reps love having a place to log this info

Great app, just what i was looking for

The only negative is that it doesn't link the visit report to a contact or event which is why I scored it 3.

Exactly what I needed

Great job, thank you.

Great app to record visits by sales reps on your key customers..

This app helps sales reps to record their visits on your customers and prospective customers easily. The reports would provide insight on competition analysis and this can be automated to trigger actions to the sales and marketing teams to act on your competition easily.