A Fleet Data Management Strategy Template Like most fleet operators, you probably collect mountains of data about the operation of your vehicles. But you’re also faced with the issue of what to do with all that information. It can be so overwhelming that you just set it aside – you just don’t know what to [...]
Are you looking for the next big tool to put in your sales arsenal? You can step up your sales team productivity and revenue by finding and implementing the perfect sales app for your business. But how do you find that perfect tool? We’re here to tell you why using the Salesforce AppExchange is a [...]
Following the turn of the new year, it’s crucial to reflect on the trials, triumphs, and failures of the past in taking measures towards a more successful year for your company. Though the path ahead may not be as straightforward as you’d like, these suggestions will aid you and your team in maximizing your efforts, and [...]
Salesforce.com sent out a survey to 1,198 of their customers this past summer and the results revealed that Advanced Sales Analytics/Sales Performance Management will be the number one type of app in demand this year. The survey went out to a very diverse selection of customers from small and large businesses from 18 different industries, [...]
Peace of Mind, Advanced Sales Analytics, and Team Efficiency. Managing your outside sales team from a central office can be difficult. Every day there are lots of moving parts that you need to keep track of, which is even more difficult if you can’t see where your people are. There are certain moments when you need [...]
Your outside sales team is probably one of your largest and most valuable investments. What things should you know about them? As a manager in the office, you can see and coach your inside sales team on a real time basis, but how can you better manage your sales reps in the field? A lack [...]
Scheduling appointments and meetings can either be your best friend or your worst nightmare. When your team is scheduling meetings on their own individual calendars, you can easily run into problems of overscheduling or double booking. CHECK-in allows you to access your sales reps’ calendars and assign sales calls without scheduling over meetings they set [...]
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, [...]
When you’re making a form, there are many different options for the type of data that will entered in by outside sales reps. Different data types in your sales management app require specific set up instructions and follow certain rules. To give you a better idea, we’ve listed examples of the most common data types [...]
One of the many key features of CHECK-in is having the ability to make custom sales checklists. Here are step-by-step instructions to create a custom form for you and your sales team that will help you track sales reps, provide appointment checklists, and reduce paperwork. You can choose to put in the relevant information you [...]