Store history before walking in
Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off.
The story
Ben · Field rep · The Royal Hotel, Leichhardt
Ben parks outside The Royal Hotel in Leichhardt at 11:45, five minutes early. He opens the account. The last visit, three weeks ago, scored 74%. The note says the venue manager, Sean, wanted a quote on a second tap. One task is still open: replace the faded menu strip. The last order was 8 kegs on 14 October. Ben walks in with the quote ready and the new menu strip in his bag.
On the phone
- The last visit, in one screenNotes, score and the person spoken to are on the account, whoever made the visit.
- What's still openUnfinished tasks carry over, so a promise made last time isn't forgotten.
- The last order, without a call to the officeRecent orders are on the phone, so Ben knows what the venue usually takes.
In Salesforce, after sync
Nothing new is created before the visit. The point is what's already there.
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 exampleFIELDKOThe Royal Hotel LeichhardtTue 4 Nov
Last visit14 Oct
Last score74%
Open tasks1
Last order8 kegs
Sent toSalesforce
✓ SYNCED
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