Tarification

Boost field sales with automated AI follow-up alerts

Swiftask syncs your Badger Maps data to trigger smart follow-up alerts. Get notified the exact moment a client needs attention.

Resultat:

Increase your conversion rate by eliminating follow-up gaps after field visits.

Post-visit follow-up is often neglected

Field sales reps spend their days on the road. Between appointments, notes pile up, follow-ups are forgotten, and opportunities cool down. Without a proactive alert system, CRM management becomes reactive rather than strategic.

Les principaux impacts négatifs :

Missed opportunities: Delayed follow-ups after field visits drastically reduce conversion chances.
Lost field data: Critical information gathered during visits isn't transformed into concrete follow-up actions.
High mental load: Reps struggle to balance driving, client meetings, and follow-up planning, leading to burnout and errors.

Swiftask analyzes your Badger Maps interactions and automatically generates relevant follow-up alerts for your sales team.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask

The rep returns from a tour, exhausted. They have to remember which client to call, search for notes in Badger Maps, and manually draft a reminder. Too often, they forget or postpone, losing sales momentum.

With Swiftask + Badger Maps

As soon as a visit is marked as complete in Badger Maps, the Swiftask AI agent analyzes the context and generates a personalized follow-up alert. The rep receives an actionable notification immediately.

Launch your automation in 4 key steps

ÉTAPE 1 : Link your Badger Maps account

Connect Swiftask to Badger Maps in a few clicks via our secure interface.

ÉTAPE 2 : Define your follow-up rules

Set the conditions that trigger an alert (e.g., visit type, client status, specific notes).

ÉTAPE 3 : Configure the AI agent

The agent analyzes Badger Maps data to summarize points and suggest follow-up actions.

ÉTAPE 4 : Receive your alerts

Get your notifications directly on your preferred channel (Email, Slack, Teams, or Swiftask).

AI agent analysis capabilities

The agent processes last visit dates, meeting notes, and prospect priority in Badger Maps.

Connecteur cible : L'agent exécute les bonnes actions dans badger maps selon le contexte de l'événement.
Actions automatisées : Automatic generation of follow-up reminders. Prioritization of accounts to contact. Summary of points discussed during visits. Alerts based on time elapsed since the last interaction.
Gouvernance native : All alerts are centralized in your Swiftask history for weekly manager review.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-badger-maps@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits for your sales performance

1. Increased conversion rate

Systematic and fast follow-ups convert more prospects into customers.

2. Operational time savings

Reps no longer waste time planning follow-ups; the agent handles it.

3. Better client experience

Clients feel valued thanks to personalized follow-ups based on the actual meeting content.

4. Easier management

Managers have a clear view of completed follow-ups via agent logs.

5. Field adaptability

Alert rules automatically adjust based on priorities defined in Badger Maps.

Security and compliance commitment

Swiftask applique des standards de sécurité enterprise pour vos automatisations badger maps.

Data encryption: All communications between Badger Maps and Swiftask are encrypted.
Restricted access: Only the data necessary for follow-up is processed by the agent.
GDPR compliance: We strictly adhere to customer data protection standards.
Continuous audit: Every generated alert is logged for full transparency.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your sales KPIs

Métrique	Avant	Après
Follow-up delay	24-48 hours (manual)	Under 1 hour (automated)
Follow-up completion rate	60%	98%
Administrative time	5 hours/week	Under 30 minutes/week

Passez à l'action avec badger maps

Increase your conversion rate by eliminating follow-up gaps after field visits.

Segmentez vos comptes Badger Maps dynamiquement avec la puissance de l'IA

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