Guided Workflows for Smarter Campaigns
Inception CRM’s guided workflows makes it easy for sales teams to plan and report all of their activities, from customer visits to cycle meetings. Optimize your sales team’s productive time and start planning smarter, more effective campaigns.
An Easy-to-Use Calendar and Task List
Inception CRM makes it easy for reps to schedule and report everything they do. Guided workflows lead them swiftly through their tasks with zero hassle, and make it clear what they should do next. Users can easily search their calendars, task lists, and explore customer details in a single view.
Call Details, Expenses, Samples and Orders all in one Place
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.
Smarter campaigns means making important information not just accessible, but easy to find.
Inception CRM’s smart, responsive questionnaires make complex reporting unbelievably easy
Deceptively Simple Call Reporting
Reporting visits and other activities in Inception CRM is unbelievably easy. Inception CRM’s responsive questionnaires use skip logic to focus on relevant questions, allowing call reports to be complex without being complicated so that complete reporting is easy, quick and hassle free.
Sales Campaigns Made Easy
Campaigns Focused on the Right Customers
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.
Easy Drag & Drop and Bulk Scheduling
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.
Meaningful Customer Relationships Based on Real Understanding
My Work is a useful tool for reps to stay on top of their most important tasks.
Keep Your Priorities In Sight
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.
Work Online Or Offline – It’s Up To You
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.