Using Mobile Sales CRM Features in the Field

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In the use case example we’ve prepared, let’s imagine that a distributor partnering with Bang Energy would like to execute a sales project that requires multiple steps with clear communication and concise follow-up with live updates. The project objectives are to collect product data on the brand’s current performance in key locations and then use that data to create a promotional display at two of their largest supermarket clients.

Schedule an appointment with assigned tasks
During the first step, the distributor would analyze the existing product data available by visiting a list of customers selling the product and sharing the results with the rest of the team. An administrator (sales manager) would loan officer email database create a task to assign a selected sales rep, along with the customers the task relates to. After choosing the customers, a rep would receive a new scheduled appointment on their personal calendar through the app.

Once the rep arrives at the customer’s store, he or she will look for the customer’s account, where he or she will see the time slot allotted for the visit. In this case, the appointment is scheduled for 30 minutes, from 10:30 to 11:00 AM. The rep would then select the Status tab that reflects the progress and mark it as “In Progress” while collecting the necessary feedback on the energy drink products among each listed customer. After completing the last task on the assigned list, the rep can finally mark the task as “Done.” Admins can view the reflected status progress at any time through the dashboard using live tracking.

Appointments and Tasks 1

Attach a vital reminder to request a response after the representative's visit
Sales managers can convey important instructions as reminders that the sales rep must manually approve before proceeding. The rep would not be able to initiate any type of sales activity for the selected customer without first dismissing the alert, helping to ensure smooth completion of the specific details of the transaction. In this case, the reminder is to convey a confirmation on 3 key points required for the upcoming planned on-site promotion.

In turn, once the sales rep has concluded his business at the client site, he can create a “visit note.” The visit note can feature any information the rep wishes to report to the administrators, as well as additional confirmation in the form of a photograph and signature, which can be stored for further verification and transparency. Here, the rep was able to briefly address each concern and store the necessary responses so that the administrators know that, despite some hiccups, everything is handled and on track.