Leadership and data · Live demo
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Talk to Brooke at Kilnridge Trade Supply
Kilnridge Trade Supply is made up. Brooke is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Reps plan their day from memory and a CRM they rarely open. Falling orders, expiring quotes and backorders surface after a customer has already moved on.
How it works
- Pulls each rep's visits, account buying trends, open quotes and stock alerts overnight
- Calls at 7am and leads with the account most at risk
- Flags quotes about to expire and credit holds on the rep's accounts
- Covers progress to the monthly target
- Answers questions on the call and emails the written briefing
What it connects to
- AgentMorning Tasha, it's Brooke with your briefing. Five visits today, and the one that matters most is Dunmore Clinic Group at 10am. Their glove orders are down 40% over the last two months.
- Tasha (sales rep)That's not good. Anything else on Dunmore?
- AgentTheir contract renews in 30 days and the account is current, so it's a good moment to ask about gloves and start the renewal. Also, your quote Q-5521 for Orchard Hill Academy, $2,860, expires Friday and hasn't been accepted.
- Tasha (sales rep)I'll call Orchard Hill after Dunmore. How am I tracking?
- AgentYou're at 84% of your $118,000 target for the month. One stock alert: stretch film is backordered until Thursday, so don't promise it before Friday. Your notes are in your inbox.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Trade account order desk
Takes orders and reorders from trade accounts by phone and email at contract pricing, checks stock and books the delivery window.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Want this agent in your business?
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