EMPPLAN supports you throughout
Customer management
Customer data, documents and order history are always at your fingertips. EMPPLAN can optimally manage customer data thanks to its own CRM feature. A connection to existing CRM systems is also possible.
Sales management
EMMPLAN offers the solution for individual sales management by product, budget, territory and customer. Thanks to its intuitive operability, management and field service are optimally supported.
Sales and visit reports
Define your own reports and questionnaires for your field staff to complete at the event location. Define the categories, scope and type (checkbox, text, photo, etc.) yourself. EMPPLAN ensures that your focus is reflected.
Workforce management
Your sales staff can create a virtual or physical customer visit (event) with just a few clicks, maintain target agreements and view conditions and other data from connected CRM or ERP systems. Management always has an overview of who is working where and when.
The sales force is active
Your sales representatives can carry out their customer visits (events) directly in an offline-capable app. This is fast and transparent. Everyone involved always has an overview of the most important key figures.
With EMPPLAN, you can even create project-specific reports and questionnaires to provide your employees with even better support. Field staff can be tracked and check in and out on their customer visits.
Event management
Are you planning an individual event with your A-customers? Or would you like to present your new product at a roadshow and generate new leads? Are you looking for new customers at trade fairs? EMPPLAN offers you the opportunity to manage the process and lead generation from a single source and to track your success.
Reporting
Whether project-specific dashboards, your own KPI calculation, graphics or dynamic tables – compile your own key performance indicators and create your own individual sales statistics.
Invoicing
Freelancers can invoice you directly via EMPPLAN with just a few clicks. You have all the necessary information such as visit and sales data as well as expenses available.
EMPPLAN also offers permanent employees the option of recording expenses and out-of-pocket expenses and settling them via the simple connection to payroll accounting.
