sovanta® Sales Companion supports field sales representatives with their most important task: Convincing the customer
• The app provides everything required to prepare and conduct sales meetings and perform perfect follow-ups
• Providing the right information and functionality, always in the context of the respective customer, lead, opportunity and step in the sales process
• This includes data from many sources like
• News Feeds, e.g. Google, Bing
• Social Media, e.g. LinkedIn, Twitter
• CRM / ERP
• Office Documents
• Groupware (e.g. Microsoft Exchange)
• Analytics
• and others
Detail Information:
The sovanta® Sales Companion App provides everything required to prepare and conduct sales meetings and perform perfect follow-ups:
Preparation
When preparing a meeting with a customer or prospect, Sales Companion provides you a 360 degree view of the latest situation:
• Latest news about company visited
• Latest updates of meeting participants in social media platforms like Twitter and LinkedIn
• Calendar Information for the meeting (Exchange Calendar)
• Up-to-date information from CRM about the customer
• KPIs based on customer profile and several analytics
• Presentations, product brochures, whitepapers, contract templates and other documents
Conduct
During the meeting Sales Companion supports with:
• Customer presentation right from the tablet computer
• Look-up of required documents
• Capturing notes and action items
• Annotate documents and collaborate with your sales back office
Follow-Up
After the meeting, Sales Companion supports the sales representatives with:
• Creating a meeting report, also using speech to text
• You can maintain the CRM system by doing only a few taps, due to the fact that most part of maintenance is automatically done by preparing the customer meeting
• Leveraging all information presented
• Send documents e.g. presentations directly to customer by e-mail
• Save presented documents in CRM system to ensure good data quality