ACTIVITY PLANNING

Planner lets you schedule pretty much any kind of activity you might need to do – and set up the workflow you want to follow for each one. Inception CRM’s split screen multi-tasking lets users search their calendars and task lists, and explore customer details at the same time.

Inception CRM consolidates complete visit information in once place. Call reports, sample drops, customer orders, and customer expenses are displayed right inside the activity card so that sales teams can easily find and remember the details of each visit.

Inception CRM’s Cycle Planning feature helps sales teams stay focused on the right customers by making aligning their sales plans with priority customers in their Target Groups. Cycle Plans balance sales campaigns against each rep’s in-field call capacity, with visit frequency set according to a customer’s actual priority.

Scheduling visits to priority customers is as easy as dragging and dropping a cycle plan contact into the calendar. Reps can easily bulk plan visits to multiple customers on the same day with the flick of a button. The Cycle Plan updates campaign stats in real time so that reps are stay focused on the customers who need their attention.

My Work shows reps all of their incomplete activities (such as unreported visits and incomplete orders) in one convenient list. To catch up on unfinished business, all sales teams have to do is go down the list, completing their tasks one at a time.

From adding new customers to updating current customers’ information to removing them entirely, a guided processes leads users through each step. Look up fields automatically adding information already available in the database, making it very easy to add or update customer contacts.