Open Door – Making Sales Reps More Effective
Sales reps are focused on one thing – making more sales. That’s why they value a process or tool that removes obstacles to making sales. Once a sales rep has Open Door on their mobile device, the easy to use tool streamlines their work allowing them to generate more sales.
The solution provides a host of tools and benefits:
Goodbye Paper Lead Sheets – Hello Electronic Leads
- The system distributes assigned leads electronically to each reps mobile device. New leads can be sent out each day or as needed.
- Reps receive automatic notification when new leads are assigned.
- Reps can view customer information with each lead (Current Status, Disconnect Dates, Current Products, Past Due Balances, etc.).
- Reps can filter leads by:
- Group (easy to identify “Hot” leads)
- Street
- Street Odd/Even Numbers
- Lead Status
- Reps can disposition the leads on the phone with one click.
Capture Order Information Electronically
- Sales reps capture and convey sales information without expensive and time consuming calls to back-office sales processing teams.
- Sales reps fill-in easy-to-use electronic forms that are customized to capture the information specific to your products or services.
- Address and customer information can be auto populated on order forms from the lead information so sales reps don’t have to key-in the information.
- Order information is transmitted immediately to back-office teams or legacy systems for order provisioning and completion.
- Once the order information is captured, a sales rep is free to move on to the next sales prospect with confidence that his orders is documented and credited to him. Sales reps receive automatic notification when sales are confirmed or completed.
- Secure information such as credit card numbers and social security numbers can be masked as it is captured to ensure customer privacy and security. Once an order is submitted, no order information is stored on the mobile device.
Create Appointment Reminders and Workflow
- Sales reps can set reminders that will prompt them to return to a sales prospect at a future date or time.
- Sales management can establish different workflow patterns to ensure that reps knock on doors or make multiple contact attempts with a prospect or customer. The system will then prompt the activity on the sales reps mobile device.
Integrated Standard Reporting
- Sales reps can capture valuable marketing information on the phone as they pursue sales prospects and disposition leads.
- Sales reps can capture customer/marketing information such as:
- Competitive information by product
- Contract end dates
- Demographic information
- Customer objection reasons
- Marketing data capture is fully customizable. You define what is captured.
