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You return to your desk after a meeting. You
log in to your CRM system and update the meeting activity from
"booked" to "meeting held". From here on it's fully automated. It's
just a question of keeping an eye on your inbox for that valuable
meeting evaluation. Sounds like "meeting feedback" heaven, right?
It is. And easy to set up as well.
Instead of you sending the meeting evaluation
invitation online, the Customer Meeting application can grab
the details automatically and send out the evaluation invitiation
behind the scenes.
You'll no longer need to log on to our application in order to
measure your sales meeting performance. The only application you
need to care about is your CRM/ERP system. And you need to update
that anyways. Why not save some time?
First of all, you need to figure out who to
send meeting evaluations to - and when. This is a question of
defining which action that should trigger the sending of a meeting
evaluation email. And if this trigger only should apply to meetings
with e.g. prospects.
All that is required for the integration to work is that your
business system of choice can email the relevant contact details to
a predefined email address that we use to gather data.
Once your triggers have been configured, the
integration happens automatically and continously. Should you want
to stop the sending out of meeting evaluations, for any reason, you
can simply pause the application by the click of a button.
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How we use it
Here at Enalyzer, we use SalesForce as our
CRM system. Every time one of our Sales Representatives change a
meeting activity status from "Meeting booked" to "Meeting held",
SalesForce automatically emails the contacts details of the client
and meeting attendees to tasks@enalyzer.com.
The Customer Meeting application then automatically checks for
incoming emails and, if found, sends out meeting evaluations to the
individuals listed in the body of the email.
From there on, it's just a question of checking for meeting
evaluations in our inboxes. It's fully automated and completely
hands-free, leaving more time for our Sales Reps to focus on what's
important.
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Need help?
Does the integration sound complicated? Well,
actually it isn't. That being said, you might want to consider
lending a helping hand from your IT department or CRM
administrator.
In our experience the integration takes 5-10 hours to set up,
depending on the CRM/ERP system. But once everything is up and
running you'll be able to go fully automatic and hands-free.
You can have your local IT guy take a look at this brief
integration guide. You're also welcome to contact our technical
support.
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