Teams managing specific regions and dealer networks need detailed information about dealers/customers before visits to ensure productive meetings and establish cause-and-effect relationships. Additionally, planning daily calendars and instantly communicating all meetings back to headquarters are common challenges faced by B2B sales teams.
The Meeting Preparation Notes module streamlines tasks by gathering key information, avoiding unnecessary details, and keeping your focus during meetings.
Prepare your team for discussions by acquiring necessary details from previous activities, notes, CI screens, and sales methodologies before meetings. This ensures your team attends meetings more prepared. This approach leads to more efficient workflows and enables you to track the status of your discussions with customers, obtaining direct feedback on strengths and areas for improvement.
Additionally, by evaluating customer interactions, you can transform AI into a mentor that provides feedback to your portfolio manager. You’ll have the ability to record face-to-face, phone, or video conversations comprehensively and plan actions accordingly. By assessing customer communication, including factors like interaction balance, speaking speed, tone of voice, and emotional cues, you can guide your team in enhancing these areas.
Get instant information about the current status of customers in your region. Observe the status of new prospective customers. Keep track of customers visited and not visited in your region in real-time
When planning your customer visits, utilize past visit data by considering factors such as your customer’s financial risk and purchase history. This way, you can enhance the timing and quality of your visit.”
Your customers and competitors will always be tracking different opportunities in the field. You can collect information such as market analysis, competitive intelligence, and customer demands to improve your sales strategy and make quick decisions
You can record activities such as meetings, video calls, and phone calls with your customers with just one click. Additionally, you can capture information from your customers in less than 60 seconds with audio notes, opportunities, orders, forms, or photos.
Are you ready to take your sales team to the next level?
Bölgetel – Owner
“Ekmob SFA is an ideal solution for sales organizations with remote teams spread across Turkey or specific regions. Therefore, I recommend getting to know Ekmob SFA.”
