How to stay on top of activities, meetings and follow-ups

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.

 

 

 

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