Step 1.
Send your customer surveys
Send customer meeting evaluations as a single user or
distribute the sales survey on behalf of a larger group. Just add
contact information. Or why not go for a full automatic integration
to your CRM/ERP system? The choice is yours.
Send surveys in a snap
The Customer Meeting RI application contains a simple
form that allows you to easily type in contact information on
meeting attendees and send out a request for a meeting
evaluation.
. |
 |
Multiple users
Our Pro account allows you to send out meeting evaluations in
different names. This allows for a team leader or sales coordinator
to handle the task of performing customer meeting surveys
on behalf of the sales reps. This removes yet another
administrative burden from those that should focus entirely on
sales.
. |
Integrate to CRM/ERP
You return to your desk after a meeting. You log in to your CRM
system and update the meeting activity from "booked" to "held".
From here on it's fully automated. Just keep an eye on your inbox
for that valuable meeting evaluation. Sounds like "meeting
feedback" heaven, right? It is.
Learn
more.
.
.
. |
|
|