Nigel Kelly
Nigel Kelly
access contact exactly information outgoing particular point record related sales single solution travel
We wanted a single point of contact to record all incoming or outgoing correspondence related to a particular sales opportunity, in a way that everyone had access to exactly the same information. We also wanted a solution that enabled us to travel with the most current, up-to-date sales information available.
client excel locate question relevant sales search specific trail
If a client had a specific question on a sales opportunity, we had to search them in Excel and then locate the relevant correspondence trail in Outlook, which was very cumbersome.
advanced pushed rate sales success terms
With these advanced capabilities, we see our success rate in terms of new and follow-up sales being pushed through the roof.
address anyone confined impossible individual nearly office outlook request sales time trail zone
With the sales correspondence trail confined to an individual salesperson?s Outlook or paper-based diary, if they were out of the office or in another time zone it was nearly impossible for anyone else to address an incoming request from one of their clients.