Field Sales Representative Demonstration

By 7 January 2021 March 9th, 2021 No Comments
GeoProd - Présentation scénario Commercial Terrain

Presentation of Field Sales Scenario on the Geoprod System

Let's start with the Login page where the sales representative needs to log in with their own credentials. We then arrive at the dashboard. Upon opening, Geoprod instantly displays announcements or service notes for the users. For example, there may be a reminder about the referral procedure.

On closing this window, let's move on to the details of the dashboard. The dashboard consists of different fully customizable modules. Here, we have performance reminders for the sales representative based on revenue, number of contacted opportunities by date per month, and by sector. The sales representative has the ability to add and rearrange modules. Additionally, through these two icons, there is a notifications area for incoming emails and messages from networks configured in Geoprod. The Chat feature allows the sales representative to send short messages to other colleagues in the company. In this section, we have a summary list of the latest deals closed by the sales representative. They can easily view the status of completed deals and quickly identify processing and follow-up information. In this section, there is access to tickets, which are important modules for interdepartmental communication and historical records, whether related to deals, technical support, or various questions and suggestions. In this space, we can see all the appointment opportunities assigned to the sales representative. Let's take the example of this latest one, where the sources can be diverse. Through this icon, the sales representative is alerted about duplicate records. To contact the prospect, with Geoprod, they can simply click on the phone icon to be connected to the contact person.

Now let's access the sales representative's list of opportunities. We can see various symbols here. This pop-up indicates that a new appointment opportunity has been added to the list below. And as before, the sales representative can access the phone call, identify a duplicate, or view the details of the poster, as we are doing here. Some information is retrieved through web service connections or file integrations. We can see the call button. Let's review some details of the poster, divided into sections based on the type of information: contact details, current contract details, any associated documents, and comments. The sales representative can access the calendar and view the week related to this appointment, and they can easily rearrange it. We will explore the calendar functions in detail shortly. In the follow-up with this prospect, after contacting them, our sales representative will update their record with a reminder status. To do this, they access the list of different possible statuses, which, as a reminder, can be configured. The record has now changed its status, as indicated, and the action is recorded.

Let's move on to the communication module, which lists several categories and, within each category, configurable and programmable templates. Like here, the history module allows tracking all the interventions carried out on this opportunity, such as the actions taken, the tickets created, and the communications made, each with a search key.

Let's go back to the list of opportunities and access the agendaThe sales representative can quickly get an overview of the different types of scheduled appointments. Here, an alert indicates a message on the internal chat. To identify the appointments, on the right side, there is a legend with color codes and other appointments for easy reading. By simply hovering over an appointment, the sales representative can get a summary, access the details of the appointment, and use the assistant, which we will see in a moment. They can add an appointment, and Geoprod opens a window with various suggestions that are most suitable based on the schedule and sector of the appointment.

Returning to an appointment on the agenda, let's access the Geoprod assistant, an essential tool for field sales representatives. The interactive map displays the week's appointments with different markers. Using the calendar, the sales representative can view the appointments for the day, modify the time if necessary, and Geoprod will indicate the distance in kilometers and the travel time in minutes between each appointment. Starting from the selected reference appointment of the day, the sales representative can easily move it to other days of the week and quickly assess the optimization of this change. By clicking on the reference appointment, the sales representative can use the button to view the neighborhood of the meeting location and gain a better understanding of the environment. Additionally, by clicking on the "Proposal" button, the sales representative can receive decision support based on the already scheduled appointments for the upcoming days, including the number of appointments and the distance, allowing them to make the most optimal decisions. The sales representative can also enhance their day by adding opportunities from their reminders, unexplored leads, or previously completed appointments, which are displayed instantly.

Prenons l’opportunité de Monsieur Jean Edouard, pour lequel notre commercial a adressé une proposition. Nous accédons à l’historique pour visualiser les détails. Et par cette icône, notre commercial peut retourner directement sur l’étude transmise et ainsi valider le contrat avec le prospect. Le contrat est souscrit. Nous revenons sur la page des opportunités et nous pouvons voir que notre exemple est passé automatiquement en statut vente. Vérifions l’espace Affaires pour suivre le cycle de vie de cette opportunité. Nous arrivant sur l’ensemble des affaires réalisées par le commercial et nous retrouvons notre exemple de Monsieur Jean Edouard. Il s’affiche en statut annoncé. Nous l’ouvrant ; le commercial effectue les vérifications nécessaires en passant en revue chaque partie et rattache les pièces constituant le contrat avant l’envoi au service conformité et gestion. Tout est bon. Le commercial peut clôturer sa partie. L’affaire est bien enregistrée côté commercial. Elle passe maintenant dans « phase de contrôle et validation » auprès du service gestion et conformité.

À bientôt pour une autre démonstration de Geoprod