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.

 

 

 

CRM at Hanover Fair or at Pragati Maidan

Why participate in trade-fairs, if you have no follow up plan?

Have you ever participated in one of the large trade fairs? I mean, actually stand behind the counter? Man the booth?

What’s your takeaway from the fair? More awareness for your brand and/ or products? Hopefully. Some good partnerships signed up? Perhaps. A few large orders? Maybe. But, if you are in a competitive market and new customers are your lifeblood, then quickly having your visitors turned over to your sales people to follow up is important.

In a nutshell, that is what Saleswah Basic  does.

Think about it. Your prospect came to your booth, spent time looking at your exhibits and then,  either filled out a form or dropped his card in the fishbowl. If you wish to make an impact, sell to him when the visit is still fresh in his mind; not a week later, when the sales team gets handed out these “leads”.

How about following up the same day? How about calling his mobile as he is leaving the fair-ground, seeking an appointment to meet?

You sell automotive car seat covers? And you have tens/ hundreds of dealers? What if you could directly send the sales lead to the dealer best placed to serve him? What if, you did it right in front of the customer and told him, “the Monday after, when you go back to Cochin, please land up at this store where I have already made an appointment for you. And, someone will call you to confirm”. And, someone actually does?

Whether your customer is best served in Cochin or Cologne, Begusarai or Budapest, a delay in passing on the lead to your sales team is not going to help anyone.

Except perhaps the competition. Get Saleswah! Try for a month, absolutely free.