We have always offered our Users, Managers and Administrators a solution that was infinitely configurable to align with their sales strategy. Your CRM data and reports can be built around a dozen fields and attributes, or literally hundreds of complex calculations and metrics. Successful adoption in the field meant that users must remember (or be encouraged) to follow best practices by logging Account Visits, capturing specific Contact or Activity details, or scheduling Follow-up reminders.
Our new “Account Call Sequence” capability offers customers the ability to design precise, strategic steps for each Account Visit recorded in GreatVines. Steps can be required or optional, and the entire sequence can be customized to the Account channel, segment, geography, or even the unique user profile! Customers looking for even more rigid control can also enforce the order of the sequence steps so that users are not encouraged to bounce around during the call.
With the myriad of Sales activity options in GreatVines, as well as embedded reports and dashboards, each Call Sequence will help Suppliers, Distributors and even Promotional Agencies to employ consistent data capture, Account engagement and follow-up, to ensure greater alignment with corporate sales objectives and goals.
Each Call Sequence is rendered in a beautiful and intuitive fashion so as to ensure a thorough Account review that includes your most relevant and important activities.
For customers of the old GreatVines Mobile application, the new Account Call Sequence function represents a significant step forward in usability and design from our previous “Account Call” configurations. Contact our Sales or Customer Success teams today to learn more about this innovative new feature of our sales execution platform.