How to stay on top of activities, meetings and follow-ups

A mobile salesforce 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.
  • Now, they need to send a report to their boss- the dreaded daily activity report.
  1. 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.
  2. 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.

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

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.

 

 

 

Assign re-assign tasks in team

Assign re-assign tasks from one user to another

Saleswah allows you to assign re-assign tasks to other users – thus fostering collaboration.

To recap how task management works:

A Task is assigned to the Account Owner- the sales owner – the person in charge of the account, by default. But it does not mean you can’t change that.

When you log/ assign a new task, you search for the Account name and when you select the right one, the Account owner name is selected by default as the person the Task is being “Assigned to”.

You can change that. Just select another user instead of the Account owner- same box- and while saving you will assign the task to the other user, who is not the account owner.

Why is this important?

Imagine, you want your boss to talk to someone in the customer place- this is how you let him know. Or, you are on leave on a day and you want someone to call someone up.

Also, let’s say you were assigned a task- you may or may not be the account owner. And, you figure you do not have the bandwidth. Or, the ability.

If you know the person who has the ability and the bandwidth, would it not be wonderful to simply drop this task on her lap?

You can!

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Meetings and appointments scheduling

How my friends (and users) helped refine appointments scheduling in Saleswah

A fortnight back, we had just created an ability to invite our Contacts to a meeting- more commonly known as the “Appointments” feature. We were still testing and on a lark, I decided to set up a formal appointment with four friends using Saleswah CRM, for a Thursday evening beer and Biriyani.

It was raw, it was work in progress but, it was effective. The email invite reached all of them- 1 declined, 3 accepted. And the party got underway in a suburban mall. The invite read as follows:

On Thu, Nov 6, 2014 at 4:25 PM, Saleswah CRM Appointment Services <appointments@saleswah.com> wrote:

Hi,
Anindya Chatterjee has set up the following appointment with details:
Delhi Gang- evening Party
Starting at : Nov 6 2014 5:00PM
Ending at : Nov 6 2014 9:00PM
at star city mall, mayur vihar
Please confirm directly with Anindya Chatterjee at anindya@anwesha.in or Call +91 999 017 2233.

Saleswah CRM Appointments Service on behalf of Anindya Chatterjee

Pleasantries over, I turned to the guy sitting next to me and wanted to see the invite that he has received on his phone. As he showed it to me, he told me a few things he expected.

He wanted this to be a proper calendar invite- something he wanted to add to his calendar which is integrated with his mail client. So, he could decline or accept- and have it appear (or not) in his calendar.

Ah, okay. So, we postponed our feature launch by a couple of weeks, baked in the ability to send a proper calendar invite (.ics file) and for good measure implemented Google Calendar Sync. So, you can authorise Saleswah to write this calendar item to your linked Google (or Google Apps) calendar. Not just that, if you make changes, add participants etc to the calendar entry in Google, the changes will show up in Saleswah too.

Here’s how the invite shows up on my (admittedly vintage) Android phone calendar.

Appointments scheduling in CRM

We are pretty kicked about it. I hope it works for you as well.