Sales Journey Assistant (SJA) helps sales teams structure, organize, manage & document sales journeys with thorough planning & structured follow-up of face-2-face customer visits.

SJA uses a 5-step process:

1) Qualify: define companies to visit & select one or more outcomes to prepare your sales journey & customer visits

2) Preparation: for the selected/suggested customer list travel routes (inclusing activity, travel & break times) are computed, optimized & visualized. A consolidated appointment overview gives users instantly a summary of his customer, visit history & subjects to be discussed

3) Visit: take structured/free-text notes, define action points with an excellent user experience on diverse types of mobile devices

4) Debrief: complete visit reports, define follow-up actions (phone calls, automated nurture emails, other activities), automated validation with escalation process (reminder emails /tasks), adding to related customer records.

5) Reporting: generate visit reports for internal/external use, get statistics & insights (status, escalation, …) through dashboards

SJA helps the CRM users with their customer visits allowing them to:

translate all activities in a Sales Plan in a phased process & structured Visit Reports
organize & manage customer visits generating Visit Reports based on templates

qualify & prepare well upfront with adequate & relevant discussion points
capture content of all customer encounters with high accuracy & completeness
timely accomplish customer journey planning (activity, travel & break duration) with integrated travel computing & optimization
ask adequate questions, document pertinent outcomes, capture & communicate all relevant feedback
open new opportunities, improve customer experience & loyalty, boost salespeople’s efficiency

Top time-saving features include:

Process-led customer visit execution
Structured Visit Reports with templates
Efficient planning & orchestration
Prepare, manage, document & share discussion points
Follow-up efficiently with automated feedback & reporting

Sales Journey Assistant

by Realdolmen