Web Direct Sales Tool Module
TourTools® has developed add-on functionality to make the client database and RFQ functionality available to an “outside sales” team to access from the web.
What it Can Do
TourTools® users can make their client database and RFQ functionality available to an “outside sales” team to access from the web as they are working with potential clients to develop quotes for tours.
How it Works
- Your outside sales representatives are given a web login and presented with a Dashboard displaying their sales activities and RFQs. It allows users to browse the TourTools client database and mark specific clients as accounts they are currently working.
- Your outside sales representatives can create an RFQ for a client while sitting in their office and gathering the details and requirements. The system shows past activity for each client so the rep can see patterns. Once they submit the RFQ, a new RFQ notification email is sent to the office.
- By default, this module comes with 2 reports – a Travel Plan, showing which clients the rep will be visiting that week, and a Weekly Sales report.
Availability
The Web Direct Sales Tool can be configured to work with TourTools v3 or v4 but requires FileMaker v16 or newer on the server; contact our sales team for an estimate.
