Transform every customer interaction into a manageable sales activity with a defined purpose, preparation, outcome, and next step.
Visit and activity management enables the planning and recording of results for face-to-face meetings, phone calls, video conferences, emails, presentations, explorations, demos, and follow-up activities.
The activity should be associated with a relevant target customer, customer account, person, opportunity, offer, or contract; the purpose of the meeting and the expected outcome should be determined in advance.
Types of activities
Customer visit
Phone or video call
Product presentation and demo
Exploration and needs analysis
Proposal evaluation meeting
Contract negotiation
Post-sales follow-up
Trade fair, event and networking meeting
Preparations before the visit
Customer and relationship history
Open opportunities, offers and orders
decision-makers and participants
Purpose and agenda of the meeting
Products and content to be offered
Expected objections and decision criteria.
As a result of the visit
Participants and interview summary
Customer needs and priorities
Decisions and open questions.
Competing and alternative solutions
The commitments given
The next step, responsibility, and history.
Opportunity phase and probability change
Mobile and offline use
Field sales representatives should be able to record visit results on-site and work offline in a controlled manner when a connection is unavailable.
Manage visits not as a matter of calendar scheduling, but as business activities that advance the opportunity, improve customer knowledge, and generate tangible next steps.