Effective and immediate communication in today’s information age is more critical than ever. With mobile devices and messaging apps, you can stay in constant communication with nearly anyone. This can be especially important when working with an outside sales team based out of different territories. Whether you’ve got a question that needs answering right away, [...]
The summer has just gotten better with the release of Salesforce. The recently-added features to Salesforce1 in conjunction with CHECK-in enhance sales rep tracking, making CHECK-in an even better and easier tool for sales reps in the field. Let’s take a closer look at the new features. […]
You’re sales rep out in the field meeting clients and making sales calls. You’ve got a full day of scheduled meetings in your region and the inevitable happens; one of your sales meetings is canceled, moved, or is a no-show. You’ve got a bit of spare time on your hands in the middle of a [...]
Let’s face it, paperwork is boring. However, it’s necessary to fill out a sales call report after a meeting or appointment. We hear from our customers that they get a lot of value from the customizable and automated sales call reports in CHECK-in, but the big question is: “Will my company’s custom call report actually [...]
Many of our clients and prospects forget or don’t realize that there is a group calendar feature within salesforce.com which is further enhanced by our CHECK-in app. There are so many ways that a group calendar is helpful in optimizing your mobile sales team, and we would like to discuss how you can make use [...]