https://store-images.s-microsoft.com/image/apps.24920.69eb88f0-8128-480e-8205-a5a74850b829.b79b470d-1dad-4c1a-9e60-e7e893a27675.5246a586-7754-49a9-9d27-d23dc638f1e2
Sales Journey Assistant
por Realdolmen
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Sales team support in all stages of the Sales Journey
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
De un vistazo
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