Well Prepared for the Customer
Before every appointment, the field sales representative sees on their mobile device whom they are visiting, what it is about and which details the back office has already recorded. They do not need to ask the customer again about things the customer has already provided on the telephone.
This comes across as professional to the customer and saves time in the conversation, which is then available for the actual consultation.
Recording Results Directly
After the appointment, the representative enters the result immediately: quotation prepared, order signed, further appointment required or no interest. This feedback is immediately available to the back office and management.
This eliminates the need to type up notes afterwards in the evening or at the weekend. At the same time, a reliable basis for analysis is created, because results are recorded promptly and consistently.
Management Without Constant Queries
For sales management, working in a shared application means knowing the status of every employee without having to keep asking. Open quotations, upcoming follow-up appointments and unprocessed cases are visible at all times.
If an employee is unexpectedly absent or leaves the company, their appointments and files can be handed over to colleagues in an orderly manner. At best, the customer only notices that a different contact person is coming – not that information is missing.
Relief from Administrative Work
Good field sales representatives like selling and dislike administration. Every hour spent on follow-up work, forms or coordination calls is an hour lost with the customer. Terminauticus therefore shifts as much administrative work as possible into the process itself: details are recorded once and are then available everywhere.
Queries from the back office also become less frequent, because the status of a case can be read in the file. The field sales representative can concentrate on what they were hired for: advising the customer and closing the deal.
Frequently asked questions
What devices does the field sales team need?
The field sales team works with a mobile device. We will clarify in a conversation which equipment makes sense for your business.
When does the back office see the result of an appointment?
As soon as the field sales representative has entered it. No separate transmission is required.
What happens to the appointments of a departing employee?
Appointments and files can be handed over to other employees in an orderly manner; the history is retained.
Does the field sales team have to write up reports in the evening?
As a rule, no. Results are recorded in the file directly after the appointment and are immediately available to all authorised colleagues. A separate report in the evening is therefore largely unnecessary.