“My name is sam let s take a look at how platform acts will transform transform your team into an effective sales machine. I m currently in my task list i can see a list of all my tasks i can see for instance that i have a task to send an offer and this task is also related to a business opportunity let me click on this opportunity so on this page. I can see the information related to my opportunity for instance in the left column. I can see the contact person associated with this opportunity and just below that i can see information about the company.
This opportunity is related to on the right hand side. I can see a list of all the activities that have been going on on this opportunity. So. Let s see i can see that john by a lot has sent us an inquiry for our top seller package.
I can see that my colleague mark talked to him briefly and asked me to send him a custom offer for our service. So let me do that to send an email. I just need to click here i can select a predefined email template if i like and that email is on its way notice that all activities. I m doing here are automatically recorded in the right column.
This is where all my important stuff is my planned activities. All phone. Calls emails. Personal notes and so on so.
Let me call this guy. And see what he thinks about our offer. I just need to click on his phone. Number.
And the application will start dialing well it appears john is busy at the moment..
But no matter while i m waiting for him let s check my other opportunities by clicking the top menu. I can see a list of all my opportunities. I can see which company they relate to i can see their value and i can see the stage. They are in the further the opportunity is in my pipeline above the more likely.
It is i will close this deal notice that some opportunities have a red icon meaning. Some of my tasks on this opportunity are late and i need to get to that age wow. I m receiving a call back from john let s see. What he has to say.
Hi. John. It s sam from platform. X.
Thank you for returning my call. I was calling you about the offer. I just sent you minutes ago yeah that s great news john but did you consider getting our bigger package. I think you should go with that i can offer you an extra twenty percent discount.
And if you don t like it we can still go back to the smaller. One what do you think sure john thanks. Very much bye. Now this is great news let s mark this ” .
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