Aptean Call Plan for Food and Beverage

Keeping track of sales opportunities can be tricky with shifting delivery schedules, long lists of current customers and – of course – always having to nail down the best person to contact. Aptean Call Plan for Food and Beverage takes the guesswork out of your Sales employees’ day-to-day activities by providing a place to easily manage every aspect of inside sales in one place.

Aptean Call Plan for Food and Beverage tracks every customer that needs to be contacted by your Sales team, and then organizes every opportunity so your salespeople can see a daily plan of which customers need to be contacted. Salespeople can then email or call the customer to request an order; once they’ve gotten the go-ahead, they’re able to create and submit a new sales order directly within the app. Users can easily access each customer’s sales order history to make more informed decisions and even move customers to another salesperson if necessary. To ensure fulfilment of sales orders already submitted, you’re able to dictate parameters like order cut-off times that can be enforced on a customer-level.

• Assign Customers to Salespeople – Every customer can be assigned to a specific salesperson in your company to establish responsibility; customers can be easily transferred to another salesperson along with the call plan for each

• Track Every Sales Opportunity – Salespeople can view and interact with the daily call plan, quickly enter or access sales orders and manage criteria for future orders

• Contact Customers More Efficiently – Salespeople are able to directly call customers using Microsoft Teams in the app; alternatively, they are able to send their contact an email without ever leaving the app as well

• Create Call Day Parameters – Each customer can be assigned a “call day” that is coordinated with an actual order shipment day to ensure customers aren’t called too early or too late for a sales order

• Cut-Off Restrictions – For all customers, some or even just one: control whether sales orders can be placed or modified after a specific time

• Responsibility Centers – If you are a larger business with multiple call centers, you’re able to setup separate call plans for different Responsibility Centers in your organization