Make it simple for your sales team to record new customers and get information needed to generate leads through easy to set up custom form while keeping the communication all in one place.
Data & Input Types
Below are example of input types that will go into the customer registration form. Depending on your needs you can add inputs as per your requirements.
Adding inputs to the group custom form
Start by creating a space and add Sale Agents and Customer Registration groups to your space. Go ahead and inputs from the group settings screen under the custom form tab. You can learn more about how to add inputs to custom form.
Posting sales agents and registering new customers
After setting up the custom form, you can start by adding your sales agents under sales agent group. Invite your sales agents as participants in the customer registration group to start posting new customers. You can learn how to add participants and how to post custom messages.
Downloading your custom form data
Through the custom form in each group, OnSpace organize your data in a structured format making it easier for you and your team to download them whenever you need them. Tap the cloud download icon seen on the app bar.
Analyzing and visualize your data to gain insights
You and your team can now upload your data from OnSpace to Google Data Studio and focus on analyzing and visualizing your data to gain insights and make well informed business decisions by using tools like Google Data Studios. Below is an example of how you could analyze your customer registration data.