About Happisales

Happisales is an end to end field sales tracking softwarefor field sales reps, managers & management.

Log your customer touchpoints effortlessly.

Be it sales, collection, order, or service, Happisales lets your field executives log data effortlessly. Our software is designed to guarantee ease of use: it not only simplifies tasks for your field force but also paves way for swift communication.

• Track the journey of all your field executives in real-time
• Avail push notifications based on activities and tasks performed in the field
• Use the tool without internet access
• Gain better customer insights

Don’t miss out on appointments. Reach, engage and achieve more!

Set visit/call tasks for yourself and your peers automatically and sync them in your work calendar using our field force software. Happisales incorporates a wide range of features to help field executives reach their customers effectively and push themselves to achieve more.

• Get timely reminders and notifications
• Send customized notifications to your customers
• Auto plan the best travel route based on the location of meetings
• Leverage actionable insights and customer history data to better plan your approach

Motivate your team constantly, and keep up the spirits of your field executives

Happisales appreciates the work done by the field executives by acknowledging their personal achievements and notifying their respective team lead. Our software improves visibility for the field force which in turn helps them learn and perform better.

• Recognize, and celebrate individual achievements
• Set incentives
• Let individuals know where they stand in the team based on targets
• Offer personalized reports, and feedback

Progress tracking helps build better relationships and increases productivity!

We assess 15 parameters relevant to your field executives and monitor their individual as well as their team’s progress based on those parameters. Understanding the capabilities of each and every field executive helps in bringing out the best in them.

• Set clear targets for the field executives and track them easily
• Get progress reports of Individuals and Team
• Get customizable reports on customers
• Leverage ML-based suggestions to enhance performance

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About Make

Make is the leading visual platform for anyone to design, build, and automate anything - from tasks and workflows to apps and systems - without coding.

Marketing

Drive high-quality leads and more inbound sourced revenue with effective lead generation

Sales

Close more deals faster with automated lead routing and contract management.

Operations

Unify systems and share data across all tools to prevent errors and the loss of company data.

IT

Avoid security breaches and minimize disruptions by identifying incidents immediately.

HR

Provide a seamless onboarding experience and place skilled candidates faster.

About Pabbly Connect

Connect your favorite applications within minutes and say goodbye to manual work.

Schedule Workflows

Set up a date and time at which you want the workflow to be executed. Like on a specific day, once in a day, and every minute or an hour or days or weeks.

Delay Workflows

Delay step allows you to delay performing the next action for a specified amount of period. The period can be either mins/hours/days/weeks or any specific date and time.

Advance Workflows

Create advanced workflows with the help of routers/paths. With the help of a router, you will be able to execute different actions based on the filter conditions you set.

Email Parser

Email Parser automatically extracts data from the incoming emails like email name, subject, the body of the email, attachments, etc. which can be processed further.

Connect Any Application

API modules enabled integrating with any application which offer API for integration. This module offers you various custom options as well that support various structures of API.

Iterator

Iterator divides a collection of data into numerous values, which are then processed one by one until the last value is reached. Each value can be passed to other action steps added after the Iterator step.