Due to the COVID-19 pandemic we are seeing more and more mobile sales reps forced to conduct their business remotely, whether that's by phone, email or other means. Below we've outlined how you can still utilise some of the great features in the Inzant Sales app whilst working remotely.
Using the Stockcount order mode
If you aren't already using the Stockcount order mode - perhaps you should be. Its a great replenishment ordering tool, as it allows you to view a concise list of items that the customer has ordered from you before, along with the actual quantities they've been ordering. So when you can't have a face to face meeting with a customer, being able to easily scroll down a single screen and let them know what they regularly order from you (and in what quantities), and then punch in their requested order levels should make phone orders quick and easy.
Here's a quick guide on ordering using the Stockcount screen.
Sending customers a copy of their previous order
If your customers are creatures of habit and typically reorder a similar set of products each visit, you could email them a copy of the previous order ahead of time, and then during the phone call you can simply discuss the previous order and enter the required quantities straight into Inzant Sales.
Using the Interaction types and Journal notes
Clearly documenting both the type and substance of each customer communication will likely be critical for the foreseeable future. Working mainly via phone and email could mean that some of smaller, important details of your meetings aren't recorded and may be forgotten, which could lead to issues in future sales meetings. Documenting what happened during each call will ensure whenever you start a new call with the customer (whether thats over the phone, online or face to face), you have all the pertinent information about the customer and their situation.
If you have any trouble with any of the above features, or you have any other suggestions for Inzant Sales please don't hesitate to contact our support team.
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