AutoRaptor dashboards keeps your sales team on target with daily task reminders, schedule and appointment keeping, and important alerts.

Appointment Setting

Schedule tasks and appointments from within the customer’s Up Sheet. Dashboard calendar and schedule views give you a quick look at upcoming tasks and appointments.

Salesperson’s Dashboard

When a sales rep logs into AutoRaptor, their dashboard shows their work plan for the day: scheduled appointments, tasks that are due, new leads, follow-up reminders, and important dates like customers’ birthdays. At the bottom, a snapshot of their personal sales statistics let’s them easily track their own performance.

Manager’s Dashboard

View daily and monthly statistics for group and individual sales performance, all in real time. View all the day’s appointments, tasks, and important dates.  See who’s keeping up with their daily tasks, and pinpoint where staff may be falling short.  Managers can also see new e-lead notifications on their dashboard and can post bulletins to the sales staff.

 

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