Introduction To SRM
What We Do
What is in it for the Sales Manager?
What is in it for the Sales Rep?

What's in it for the Sales Rep?

For any sales reporting tool to be successful there must be focus on the sales rep. The sales rep has to be willing and able to submit his sales reports. A sales rep can learn our reporting system in 10 minutes and complete reports immediately after a sales call or visit in less than 30 seconds. Sales reps appreciate that they have more time to sell and spend less time at administrative tasks. In addition the reporting system helps the sales reps become more productive which ultimately increases commissions. To accomplish this, SRM offers productivity tools such as:

  • Retrieval of notes, contact information, sales history and maps through the SRM app in real time. While waiting for the next appointment a sales rep can use his smart phone to review client information, historical sales &activity notes, key contacts and maps. What a tremendous tool to get a leg up on the next sales visit and call. Being informed and prepared for the next sales activity is literally at your fingertips.
  • Account contact information - Sales reps can review historical territory information on all accounts: check what accounts he has not visited, which accounts he has and how many times. This information can be sorted by account type, account category, region, area code, etc.
  • Mapping System access - the sales rep has the ability to geo-locate and map all his clients providing a huge advantage in locating his accounts, route planning and prospecting in regions. This is particularly helpful for the new rep or for companies that move their sales reps between different regions.

Sales Rep Support System By Automatic Work Assignment

Sales reps are expected to spend their time selling. Tasks such as picking up checks, preparing quotes, dropping off samples, organizing IT, providing references, sending literature, preparing contracts, etc. are considered administrative chores. SRM has created an automatic work assignment from the sales report. Here is how it works. Managers, Dispatch & Store officers can view the dashboard,see sales activities in real time and treat them accordingly right from the console thus providing ample time and reduction in processing costs of such operations.

Message Centre

Communication is often an issue for companies. SRM provides a message center which will allow the sales rep to quickly and easily communicate with managers, peers and clients through text messages, text blast or e-mails.

Automatic Synchronization with the Company Data Centre

SRM creates a link between the sales reps mobile device and the company database. When the sales rep first selects the SRM app in the morning an "updating database" message appears. This updates and downloads all the new leads and activity card changes to the mobile device. The sales rep has the most current information available eliminating the need for obtaining lead or prospecting sheets from the office. This synchronization allows reps to retrieve client information and notes to their apps just before a sales call.

Organization Tools

Sales rep productivity can be greatly increased simply by improving organization skills. With that in mind SRM has created these organizational advantages for the sales rep.

  1. Automatic Population of Calendar & Itinerary Literature that claims more than 30% of sales lost because of improper or forgotten follow-up. SRM has a request for follow up built into the sales report. When a follow up date and time is selected, it is automatically populated into the SRM calendar. The SRM system can also be set to send out an e-mail or text alert identifying that a follow up commitment is approaching. The Result is a better follow up system which translates to fewer lost sales, and more revenue for the company.
  2. Automatic population of client data base each time a sales rep submits a report is updated to the client database. A sales rep can visit this data base and review all contact information, notes, historical revenue, forecast information, number of visits, contact information, products and any custom account information. Sales reps will always have access to current and vital information. Sales reps can access this information through their computer or through the SRM Sales Pro App.
  3. A sales rep can quickly and easily create a report around key personal activity. A few examples are: how many appointments did I have in the last 3 months, 6 months, and 9 months? Who were these appointments with? How many phones calls did I make this month? How many presentations did I do in the last month, 3 months, and 6 months? What were the results? The variety of reports is unlimited and can be converted to excel and printed if desired.
  4. SRM provides the sales reps with charts that he can visit to identify strengths and weaknesses, trends, closed ratios, performance against plan or commission giving a rep visual acuity to his performance.
  5. Automated Field Activates Reporting, i.e no more writing of report literature since all field activities of sales rep are processed automatically and all other operations are automated from either the manager's console or the hand held devices with the sales rep.

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