Tools

Combining advanced analytics with the best of the Force.com platform to help your sales and service teams make smarter decisions in the field

Pocketinsight, enhancing the award-winning Pocketsales solution with the power of analytics and insight

Pocketinsight gives reps actionable insight to help them make more informed decisions about which customers to visit, when, and what messages to deliver.

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Putting actionable insight in the hands of your field force

Field sales reps can capture large quantities of data from customers. However, the value of this data is only fully realized when it is turned into actionable insight to support sales teams. Pocketinsight helps to ‘complete the loop’ between data capture and insight

Guide your reps in the field

Pocketinsight identifies the key drivers of outlet performance and generates an opportunity score for each outlet in a rep’s patch. These scores are calculated on a daily basis and fed back to reps through their Pocketsales applications. Reps are therefore empowered to make more informed decisions about who to visit and when.

Targeted outlet messages and actions

Pocketinsight supports your reps in having the right conversation with the right customers at the right time. Outlet-specific insight helps reps to understand past customer behavior and inform future actions, including supporting new product introductions and recommended order values.