Calls and visits, in one report
A sales manager sees field visits and outbound calls side by side, and moves 40 low-volume stores from visits to calls.
The story
Claire · Field sales manager · Sydney Metro team
Claire compares last quarter's field visits and outbound calls in one report, grouped by visit type and store grade. C-grade stores visited in person averaged $410 per order. C-grade stores called by inside sales averaged $380, at a fraction of the cost per contact. She moves 40 C-grade stores from fortnightly visits to fortnightly calls, which frees two days a week for her reps to spend in A-grade stores.
In Salesforce
Built from visit records, grouped by visit type.
- One report, both channelsCalls and visits are the same record type, so they report together.
- Compare by store gradeGrouping by grade shows where a call does the job of a visit.
- Coverage that fits the storeMoving small stores to calls frees field time for the stores that need it.
One visit, itemized
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this exampleFIELDKOSydney Metrolast quarter
Stores moved to calls40
Field days freed2 per week
Sent toSalesforce
✓ SYNCED
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