The transportation industry typically has both inside and outside sales reps. The inside reps make up about 80% of the sales force. They are usually more junior reps and make between 20 and 50 customer contacts in a day. They have a responsibility to stay in touch with contract and repeat customers as well as making cold calls to solicit new business. Outside reps make between 2 and 10 sales call per day. These are mostly follow up meetings from leads generated by the inside reps. Meetings are usually face to face with the goal of attaining new clients.
Below are 2 sales reports: one from an inside rep and one from an outside rep. Note the similarities.
This report was sent by inside sales rep Mary from her desk top computer. It took Mary less than 45 seconds to complete.
This sales report reached the office within seconds of being sent. An automatic task email was sent to the trucking pricing coordinator. In addition a copy of the task email went to the customer service rep to begin working on the proper cross border documentation.
This next report was sent in by Pete on the FrontRow Sales Pro app on his I-Phone. It took Pete less than 30 seconds to submit.
Pete had a pre-arranged appointment with National Pool Supply on Aug. 7 at 3 pm. This was a lead created by Mary in inside sales and forwarded to Pete on Aug. 2. He met with the plant manager. This was Pete's 7th call of the day and his first to National Pool. Pete presented the company's services and was asked to quote bi-weekly shipping to several warehouses across the country. Pete has a follow up appointment for Aug.9 at 9 am. In the notes, Pete wrote that the client is very keen and needs are urgent. He also noted the end shipping points.
This sales report was received by management within seconds of being sent. A task assignment email was immediately sent to the trucking price coordinator to begin working on a pricing presentation. Management noted that Pete took 5 days to organize a meeting with this lead.
FrontRow has provided these reps with a fast and easy reporting system. In addition, the automatic task emails have immediately brought support functions into action freeing up time to continue selling.
The company is able to track sales rep activity and all customer interactions. In addition, the automated task emails promote an efficient work place where each employee is able to focus on their responsibility. In addition management is able to audit all leads and note sales rep strenths and weaknesses.