Outside Sales - General

New Contacts or Sales Prospects

  • Pop open the Mobile Application, click the "Add contact by Survey Button", and start saving time and serving your prospects better!
  • You can configure the survey to collect the information you need to know about a prospect, far beyond Name, Address and Phone Number.  Lets say you sell office supplies. You could make one of your survey questions, "What type of Office Supplies are you interested in?" 
  • Then the magic happens.  Based upon their answer, you can automatically subscribe them to some automated email series' (with their permission of course as we don't want to be spammers!) which could then educate them on the particulate options available in the Office Supplies they are interested in that warrants follow up information.
  • For example you may make a follow up series for the larger ticket items like Office Furniture, or Photo Copiers, but not bother if their answer was pens, paper and pencils.
  • Now when we say follow up series, we mean it.  SalesPersonDream won't just send them an email today, you can have it continue to follow up with them on their particular needs as often as you like for as long as you like. 
  • You will be amazed how many communicate back to you by email thanking you profusely for your amazing service and letting you know when they are ready to make a purchase.
  • Then of course you combine the use of automated email follow up by also setting when the next date to follow up by phone is, and what priority they are compared to your other customers or prospects.
  • They will OFTEN say they are picking you as you are the only one who bothered to keep in touch and care for them.
  • In your downtime between clients, you pop open your mobile app or web app and you will conveniently be on your "Today's Calls" list where you will either call  to follow up on a quote to close a deal, or to set an appointment to go and close the deal personally.
  • If you are on your mobile app and hands free if you are driving... simply shake your phone to make your most important follow up based upon your own entered priority and follow up date.
  • Your closing rate will Skyrocket.