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Save Time With Guided Stops A lesson in sales efficiency. Car artwork by Freevector.co

Save Time with Guided Stops: A Lesson in Sales Efficiency

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Field sales reps travel often, planning multiple appointments per week so time is of great value to them. If they do not maximize their time and their touches, they are not as effective as they could be. CRM Call Planner helps reps efficiently plan their routes and easily find the locations of the meetings.

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Page 1: Save Time with Guided Stops: A Lesson in Sales Efficiency

Save Time With Guided StopsA lesson in sales efficiency.

Car artwork by Freevector.com

Page 2: Save Time with Guided Stops: A Lesson in Sales Efficiency

Meet Jack Jack is a new regional sales rep working with

distributors. Jack had several meetings today, so he

looked up directions on his laptop as he rushed out of the office, running behind.

Page 3: Save Time with Guided Stops: A Lesson in Sales Efficiency

Jack’s Fateful Day Because he was in a hurry, Jack

didn’t write down much information aside from where he was going for his first appointment.

This led to confusion about the best route.

Page 4: Save Time with Guided Stops: A Lesson in Sales Efficiency

Coming Up Short Jack made it to the first meeting on

time, but it was all down hill from there.

Being unfamiliar with the area, he got lost and ended up being very late to the next meeting.

Page 5: Save Time with Guided Stops: A Lesson in Sales Efficiency

Added Stress Jack’s day went from bad to worse,

as he crisscrossed from one side of town to the other, rushing to make the next appointment.

He had not planned his morning appointments on the same side of town as his afternoon appointments.

Page 6: Save Time with Guided Stops: A Lesson in Sales Efficiency

Nothing To Show With lots of extra miles on his car, and frantic dashes into the

prospect’s office, Jack could tell that the extra stress was impacting his time with the prospect.

When Jack returned to the office, he was pretty upset and not looking forward to relaying his day to Joan, the sales manager.

Page 7: Save Time with Guided Stops: A Lesson in Sales Efficiency

A Wise Manager Fortunately for Jack, Joan was

willing to provide some coaching insight.

Joan encouraged Jack to plan his day better and attempt to cluster his calls.

Page 8: Save Time with Guided Stops: A Lesson in Sales Efficiency

The Solution

Joan stays up to date on industry trends and technology. She recently heard of a tool called CRM Call Planner that would have been helpful to Jack in this situation.

CRM Call Planner would help Jack see, on a live map, how to cluster his calls and plan his day.

Page 9: Save Time with Guided Stops: A Lesson in Sales Efficiency

A Smart Decision In addition, he would have:

Turn-by-turn directions- to and from appointments Street and satellite views so he not only knew what

building he was looking for, but where to park.

Page 10: Save Time with Guided Stops: A Lesson in Sales Efficiency

Well Worth the Investment Considering the time wasted and botched

appointments, if Jack just got one better day out of using CRM Call Planner, he would have covered the annual investment for the tool.

Joan knew that this was the kind of tool all her reps could use to boost their productivity, and it was a cost that her CFO would easily approve.

Page 11: Save Time with Guided Stops: A Lesson in Sales Efficiency

Lesson Learned Jack had been ill-equipped for the day,

making him unproductive and unprofitable.

Neither Joan nor Jack wanted that to happen again, so the company invested in CRM Call Planner.

Now when going out to meetings Jack has a plan and is more familiar with the area, saving the trouble of getting lost, being late, and getting over-stressed.

Page 12: Save Time with Guided Stops: A Lesson in Sales Efficiency

Don’t let Jack’s lesson go to waste, learn more about CRM Call Planner before you too, have another unproductive/unprofitable day.

To discover the how CRM Call Planner can help you and learn truth about the cost of sales calls, download the free white paper.

Page 13: Save Time with Guided Stops: A Lesson in Sales Efficiency

InfoGrow has a proven track record in helping companies accelerate their sales and marketing effectiveness through making better decisions. With 24 successful years of experience in CRM, lead management, business intelligence, mapping, and B2B market analytics, InfoGrow helps clients identify their best prospects, discover missed opportunities, focus reps on the most profitable accounts, and reduce marketing waste.

Learn more about InfoGrow and the CRM Call Planner at www.CRMCallPlanner.com or call 800-897-9807.