Contact Center Solutions Featured Article

InfoGrow's 'CRM Call Planner' Helps Make Better Sales-Call Decisions

February 08, 2013

Sales representatives have demanding jobs, as they need to evaluate each step of their clients, guess, outguess them, and plan calls for optimal impacts. In short, they have to bring in all their experiences to make better sales- call decisions.

The tool ‘CRM Call Planner’ from InfoGrow eases the life of a sales representative. The tool, with the help of Microsoft’s (News - Alert) Bing, collects CRM information and converts it into an intuitive, visual representation of accounts and contacts on an online real world map. This helps the sales reps not only in planning their sales call in a better way but also follow up prospects in a planned manner.

InfoGrow has a 23 year track record in helping companies plan their marketing efforts better. It has helped its clients in identifying opportunities, analyzing prospects and regaining lost opportunities with its expertise and solutions. It has also helped sales representatives focus on their most profitable accounts, and in a way help companies reduce resource wastage on marketing.

InfoGrow’s Sales Planning tool ‘Call Planner’ is an on-premise or on-line CRM tool. With the help of Bing the tool feeds the data where Sales representatives can view clear mapped out visuals that enable better understanding of the situation and as a result, a better outcome. Sales representatives can visualize their most productive accounts in the given area, and they can view leads based on any database criteria – such as type of client, sales volume or number of employees. All these pieces of data are available on maps and are color-coded for better segregation and understanding. The CRM and mapping combo of ‘CRM Call Planner’ increases productivity in a more efficient way.

There is better visibility, which allows sales managers understand the decisions of sales representatives better and coach and guide their sales teams for success.

According to InfoGrow President Bob Sullivan, the ‘Call Planner’ is a good training tool. CSO’s and CEO’s have found that the CRM Call Planner clones what “A” sales reps do and the collected data then helps their “B” players in the field, and helps them in doing a better job in focusing on opportunities and core customer accounts.

When time is limited and at premium, the sales team needs to make quick decisions to improve efficiency and have an edge over the competition. With the help of this tool, the visualized CRM data also enables the sales team to be more efficient. When planning client-specific trips, the tool can help find more accounts within a defined radius that client one has a meeting with or along the planned route. The restaurants and hotels also can be thought of and plotted for complete control of sales trips and itineraries.

“If a picture tells a thousand words, then a map tells ten thousand,” Sullivan thus sums up mapping benefits of the tool.




Edited by Ashley Caputo

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