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Bistrack Order Management Screenshot

Quote and Order Management

BisTrack empowers your outside sales team to easily generate quotes, place orders, and gain real-time visibility into their status: 

  • Look up existing quotes and identify potential reasons for delays. 
  • Accept quotes and seamlessly move forward with sales. 
  • Transfer quotes to orders and check their status. 

Sales Activity Tracking

Monitor and analyze sales activities and performance with BisTrack's comprehensive tracking tools. 

  • Track sales calls, meetings, and presentations in real-time. 
  • Maintain detailed activity logs for each sales representative. 
  • Utilize performance metrics and dashboards to visualize sales progress. 
  • Access calendars, stay informed through BisTrack messages, and leverage insightful dashboards for daily workflow management. 
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Bistrack CRM Screenhot

Customer Relationship Management (CRM)

Smplify managing customers by maintaining detailed customer profiles and interaction history. 

  • Access vital contact details and look up existing contacts. 
  • Log all customer interactions (calls, emails, meetings). 
  • Record important customer notes. 
  • Schedule and set reminders for follow-up activities. 
  • Add new contacts. 

Prospect Management

Streamline your sales process with our comprehensive Prospect Management tools. This suite empowers your team to move opportunities forward with precision and speed by:

  • Centralizing all prospect data in one easily accessible location.
  • Delivering a crystal-clear overview of prospect status and activity.
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Bistrack Dispatch and Delivery Screenshot

Dispatch and Delivery Management

BisTrack provides tools to manage dispatch and delivery, ensuring timely and organized order fulfillment. 

  • Gain real-time visibility into delivery schedules. 
  • Check Dispatch and Delivery for available windows. 
  • Identify available trucks for delivery. 
  • Call to get deliveries scheduled efficiently. 
Learn More

Reporting and Analytics

Generate comprehensive reports and gain valuable insights into sales performance with BisTrack's robust analytics capabilities. 

  • Create customizable reports on sales pipeline, forecast, and revenue. 
  • Analyze individual and team performance effectively. 
  • Identify key trends and patterns within your sales data. 
  • Utilize data-driven insights to optimize sales strategies. 
Learn More
Bistrack BI Dashboard
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