Introducing Task Scheduling & Completion Tracking in Our Sales Team App

We are excited to share a significant enhancement to our sales team app – a feature that’s set to revolutionize how you manage and track your sales activities. We have seen that companies plan seasonal or short-term market activities or campaigns from time to time. They communicate these activities to their sales teams, but there is no organized mechanism for them to drive execution of these tasks in the market, since their sales team app revolves around pre-defined SOP activities only. With this new functionality, you can easily assign specific tasks to your sales reps for single customers or segments in bulk, and drive completion of those asks.

Overview

1. Schedule Activities for Individual or Groups of Customers

• Easily assign specific tasks to your sales reps for single customers or segments in bulk.
• Tasks can be scheduled by sales reps themselves, as well as by managers.
• Tailor activities to the unique needs of different customer groups.

2. Comprehensive Tracking and Management

• Activity completion can be monitored by the managers.
• Promotes adherence to both standard operating procedures and additional tasks.

3. Flexible Scheduling Options

• Assign activities for specific dates or over a set duration.
• Adapt to the dynamic needs of your sales strategy.

Why This Matters

Ad-Hoc Task Management

Now, managers can create and track ad-hoc tasks with ease, ensuring that every unique and spontaneous sales activity is accounted for and monitored.

Streamlined Execution of New Market Activities

Activities that fall outside the standard SOPs can now be seamlessly integrated and executed, allowing for greater flexibility and responsiveness in your sales strategy.

Mechanism for Completion

More than just assigning tasks, this feature provides a robust mechanism to track and ensure the completion of each activity, fostering a culture of accountability and thoroughness in your sales processes.

Get Started Now

Embrace these new features and see the difference they make in your customer interactions and business growth. If you are using BeatRoute, this feature is already live for you. To know more, feel free to reach out to us. If you are not yet using BeatRoute, we invite you to book a free demo now.