The Open Door Sales Management Tool Set
Anyone who has managed sales teams in the field is familiar with the challenges – knowing where your reps are selling, trusting that they are on the job, and dealing with the paper flow of leads and orders. It’s a process crying out for a better solution. The Open Door Sales Solution provides managers with a host of benefits and tools that make their jobs easier, more efficient and productive.
The solution provides a host of tools and benefits:
GPS Track and Guide Sales Reps Performance in the Field
- See where reps are selling in real time on an interactive map. Review a history of lead and sales activity for reps on specific days
- Review individual stops on the map. See how long a rep spends at a particular location and whether or not they make a sale.
- Monitor sales locations; see where a rep is when they submit a sale or disposition a lead.
- Track the time a sales rep works with an integrated Clock-in/Clock-out feature.
- Setup Geofences to map and assign sales territories. Also receive automatic notification if a sales rep enters or exits their assigned turf.
Easy
and Fast, Map-Based Lead Management
- Remove paper lead sheets from your process. Manage and distribute all electronically.
- Import large amounts of leads into the system and view them on a map.
- Assign leads to sales reps by outlining an area on the map and automatically assigning all leads within the selected area to individual sales reps. Or place a point on the map and assign all addresses within a specified radius.
- Push leads out immediately to sales rep’s mobile device in the field.
- Ensure leads are worked to completion before assigning new turf.
- Assign an entire team’s leads at one time.
- Group leads by marketing objectives (High, Medium, Low propensity to buy) and quickly assign “Hot” leads to reps in the field.
Convert Anecdotal Field Activities to Quantifiable Data
- Leverage custom designed electronic sales forms that are easily modified to reflect current campaigns or offerings.
- Define custom lead dispositions and outcomes for each door knocked or home passed.
- Enforce sales rep workflow such as making multiple attempts at an address.
- Setup and keep records for return appointments.
- Capture and store detailed copies of order information.
- Email PDF versions of order forms to a customer at the time a sale is submitted.
- Capture electronic verification of who initiated the order, when and where.
Real Time Updates of Leads & Sales Activity
- Review lead activity and sales in real time. Lead dispositions and order forms are transmitted in real time and are immediately available for review through a Web interface.
- View assigned leads and unassigned leads. Visually keep track of areas that have been worked, areas not yet worked, and areas that need to be revisited. Leverage graphical views of territory coverage and sales progress (color coding provides easily digestible overviews).
- Review sales forms data, back-office processing activity and run reports on key activities and metrics.
Powerful Messaging Tools
- Take advantage of the easy-to-use, built-in SMS messaging tools.
- Send broadcast messages to your entire sales force, sales teams or individual sales reps and incur no text messaging charges.
- Allow reps to message each other to share tips, ask for assistance and coordinate activity. Sales managers have full access to monitor all messaging activity.
