Plan, record, and correlate the sales teams' field work with business results.
In wholesale sales, customer relationships are often developed through regular visits, meetings, phone calls, online discussions, sample deliveries, and follow-up efforts. Keeping these activities in personal calendars or scattered notes prevents sales information from becoming part of the corporate memory.
Minerva Visit & Activity Management links planned and actual activities to customers, individuals, opportunities, offers, products, regions, and sales personnel. The purpose, agenda, outcome, decisions made, commitments given, and next steps of the visit can all be tracked on the same record.
Planning and field execution capabilities
Types of activities include visits, meetings, calls, emails, presentations, and follow-up activities.
Customer priority, visit frequency, and route-based planning.
Sales staff, team, region, and customer calendars.
Definitions of activity purpose, agenda, participants, and expected outcome.
Access to customer information, open orders, and offers from mobile devices.
Interview notes, photographs, documents, samples, and location information.
Reasons for canceled visits and rescheduling.
Creating a task, opportunity, offer, or service record from the activity result.
Measure activity quality instead of activity intensity.
A large number of visits alone does not indicate sales success. Management must be able to evaluate the impact of visits on creating opportunities, generating offers, converting orders, retaining customers, or resolving issues. Therefore, activity records should be linked to commercial results.
Don't leave field data in your personal memory; transform it into corporate data that improves customer relationships and guides you to the next right step.