As a companion tool to the mobile application, the Web Portal contains a variety of valuable components for remote users and management/business intelligence tools for corporate users back at headquarters.
Typical components may include:
- Sales & Activity Reports
- Dashboards & Scorecards
- Enhanced account editing and search
- Communications (Alerts, Blogs, Forums)
- Document Libraries
- E-Learning & Testing
- Client Naming Conventions (e.g. myclient.com)
While daily activity capture is typically handled by your team on their mobile devices in the field, more complex activities may be performed via the web portal.
For analytics and enhanced management/business intelligence functions, the browser-based platform provides essential flexibility to generate dashboards, scorecards, and reporting that allows for efficient management and support.