June 29, 2017
If you run a direct sales force, then you know the drill.
Every so often, you must remind your sales people to keep their records up to date in your Customer Relationship Management (CRM) system.
They might do it for a while … then the updating slows down … and you need to remind them again.
Why does this cycle happen?
It’s because sales people want to be selling, not sitting around doing paperwork, filling out records or logging calls they make.
And that’s a good thing. It might make your job as a manager harder as you try to track activity and progress in sales. But freeing your sales people from administrative tasks would mean they have more time to pound the phones, meet with prospects, and hit the numbers.
According to research conducted by Salesforce.com, 20% of the typical sales person’s time is spent on record keeping, updating CRM and similar tasks.
Looked at another way, what if you could expand your current sales team’s selling capacity by doing nothing more than cutting some of that administrative work?
That’s the promise of our automatic sales call logging solution, available today with
The Kinetic platform effectively turns your sales people’s mobile devices into extensions of your existing corporate communications systems.
The calls your sales people make on their mobile phones to customers are automatically captured and logged in your CRM system.
For example, our Kinetic platform features direct integration with your Salesforce.com CRM. When a sales person calls a prospective customer, the communications task is automatically updated and attached in Salesforce to the correct customer record and individual who was called.
The sales person can even dictate a note to the system that is automatically attached to the record of the call in Salesforce.
Now your sales person is relieved of the administrative duty of logging the call or notifying someone in your organization of the call and its results.
The Kinetic platform also brings important benefits to your mobile workforce and sales team on the go:
- Business calls from any mobile device including personal devices in a Bring Your Own Device (BYOD) program can be automatically routed through your corporate systems, enabling you to enforce compliance rules and quality assurance policies. Personal calls do not use the corporate systems and so remain private.
- Business calls from the sales team’s mobile devices are identified with your number, not the number of the mobile device or personal phone. This is a powerful way to reinforce your corporate identity and simplify customers’ experiences in communicating with you.
Contact us today for a personalized demonstration of how our Kinetic platform will cut the administrative overhead of your sales team.