Value every trip

For medical reps, business consultants, and key account managers.

Visit Preparation

Access appointment objectives, key contacts, and exchange history. Arrive prepared to maximize impact.

Route Planning

Organize your weeks by geographically grouping appointments. Visualize your client portfolio on an interactive map.

Data Qualification

Use the visit to update info: org chart, potential clients, competitors in place. Continuously enrich your database.

Action Tracking

At the end of the appointment, assign tasks (e.g., 'Send quote', 'Follow up D+7'). Nothing falls through the cracks.

Reporting Qualitatif

Enter customer sentiments, encountered objections, and detected opportunities via simple and fast forms.

Contact Management

Map out decision-makers and influencers at your client's site. Always know who you're talking to and their role.

The Challenges of Field Customer Relations

Why 'tool-less' B2B visits limit your sales potential.

Loss of Information

Taking paper notes that are never re-entered into the CRM wastes crucial opportunities and weakens the company's commercial memory.

Lack of Preparation

Arriving at a client site without knowing their recent support exchanges or active contracts degrades your expert status and harms credibility.

Neglected Action Tracking

Forgetting to follow up on a technical point or send promised documentation after an appointment is the #1 cause of dissatisfaction in long sales cycles.

Obsolete CRM Data

Not updating contacts and org charts during a visit makes your databases useless for future marketing campaigns.

Dakimob : L'intelligence commerciale en mouvement

In complex B2B sales, a field visit isn't just an appointment�it's a strategic data collection opportunity. Dakimob enhances every trip made by your sales reps and consultants by structuring customer intelligence capture.

360� visit preparation for maximum impact

Thanks to our mobile solution, your teams approach every meeting with all the cards in hand. Sales history, support incidents, visit objectives, and decision-maker profiles: everything is available offline. In meetings, structured entry allows for need qualification, detecting upsell opportunities, and guaranteeing effortless reporting right after leaving the site.

Business Value: Sales Efficiency and ROI

Dakimob boosts your sales force performance: increase in useful visits, 100% reduction in administrative re-entries at the end of the day, and better loyalty of strategic accounts thanks to impeccable tracking of commitments made.

Don't let chance drive your B2B relationships. Give your Key Account Managers a tool that transforms their visits into decision-making data and lasting revenue.

Scenario: Medical Visit

The medical rep visits Dr. Martin. Before entering, she sees he prescribes Drug A a lot but Drug B very little. She adapts her pitch. After the interview, she notes the doctor's interest in the new clinical study and schedules the document mailing. She gives out samples and records it for legal compliance (Bertrand law).

Frequently Asked Questions - Visites B2B

Is the app linked to my CRM (Salesforce, HubSpot...)?

Yes, we offer bi-directional connectors so your accounts and contacts are synchronized in real-time between Dakimob and your central CRM.

Can we dictate visit reports?

Absolutely. The voice dictation function allows entering the qualitative report immediately after the appointment, without having to type on the keyboard.

How do you manage samples and promos?

A specific module tracks the delivery of documentation, samples, or goodies to respect your marketing budgets and legal obligations.

Do you handle acceptance report signatures?

Yes, if your visit includes technical validation or an audit, you can have the client sign electronically directly on your tablet.

Peut-on travailler sans connexion internet ?

Yes, all vital client data is stored locally. You prepare and enter your visit offline; synchronization occurs as soon as a connection is available.

How do you secure our clients' confidential data?

Security is at the heart of Dakimob. All data is encrypted, access is configurable by profile, and we are in full compliance with GDPR to protect your client portfolio's strategic information.

Optimize Your Customer Relationships

The solution for B2B professionals.

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Dakimob for B2B Client Visits