Staying on top of activities, meetings and sales follow-up

Helping your team with their sales follow-up with minimal effort

A mobile sales team hates reporting. It is also a fact that by the time they are back in office at the end of a day’s visits, the details of most meetings are but a blur. There is a lot that the salesmen do; and we allow them to capture in the CRM.

So, they have 2 challenges.

  • They do not remember what they did- on site. Which impacts their sales follow-up. They can easily miss commitments they have made.
  • Now, they need to send a report to their boss- the dreaded daily activity report.

On the Saleswah mobile app (Android), we allow you to make notes on visits and meetings. So,that you can always come back to office and jog your memory to write a more in depth report on visits if needed. We do the reporting for them!

Everyday, you and your reporting manager will get an email with a summary of all that you have done the previous day. You will only get your own data, your boss will get data for all his reportees.

calendar scheduling sales follow-up

The report covers new leads added, tasks created, customers visited, leads converted to deals and won deals – the previous day.

Not only do we thus create the daily activity report but since it comes from the one shared data source- it is something both you and your boss will go by.

As for sales follow-up, we have added meetings scheduled for the day, deals forecast, tasks due and leads due for follow up in the report.

As you already may have seen, we have now added reminders and notifications for your deals and tasks and appointments. Several times during the day, we remind you of the Tasks you were scheduled to do and appointments for the day. In case you miss the deadline of a task, your boss gets a notification.

Nothing falls through the cracks.

Prevalent frauds in field service management -1

I will write a few stories – based on personal and professional experience- where I see how fraudulent practices impact the companies providing services and/ or the consumer.

All cases are real and from my first hand experience. Today is the first, the case of the air-purifier field service management.

A few days back we wanted our room air purifiers serviced. It is one of the most well known white goods companies. We called their call center, a service ticket was logged and the technician was assigned to our case.

He landed up at about the appointed hour, did a thorough job with both ( we have two) and then asked for payment.

I paid in cash- he charged me for 2 services, got me to sign off on the “FSR” – which also doubled up as the receipt, and when he was tearing off the top page I saw what was odd.

Except for my signature and date, there was no other impression on the “self-carbon” copy- meant for submission back at his office.

See the possibilities.

He can fudge my rating; in this case, there was no need to, because I had rated him well; but, it is always a possibility.

He can misreport the time of arrival and departure.

He can claim that he serviced only one air purifier rather than 2. And pocket the charges of 1 service.

He can claim that he used some consumables- non-chargeable to the consumer, but obviously costing his company something.

Prevalent but preventable

Now, shameless plug for Saleswah Service CRM- field service management software.

If this company was using Saleswah CRM mobile enabled field service management software, this would not have happened.

  1. I would sign on the mobile screen, after I rate him- also on the phone. So, no chance of a fudged rating. Oh, and if your company policy demands that he takes a picture of the client, or the equipment, he can- and the pictures will be sent along with location tags, address etc to your database.
  2. The mobile app will record the start and end time and location of the service call/ visit. And the location.
  3. The receipt can be generated right from the app; configured by the type and quantity of the service availed. No more revenue loss for the company.
  4. You can specify in your service policy that all spares or consumables being used must be entered in the mobile app and and have that implemented/ enforced.

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