Suggestions2U™
Send a suggestion to your reps with the click of a button
INTEGRATES WITH INDUSTRY LEADING SOLUTIONS
How Does Suggestions2U Work?
Leverages SMS messaging and sophisticated, cloud based software to connect sales managers with their sellers.
Facilitates effective real time coaching- without requiring the manager to join a meeting that is already in progress
This feature also allows managers to provide feedback to their sellers during the call review process or coaching sessions.
(Click to enlarge.)
WHAT ARE THE KEY BENEFITS?
- Allows the manager to leave suggestions to their is real time without disrupting the call with a pop up message or whisper
- Takes call review to a new level, as managers can leave direct message on specific parts of calls by lead record
- Ensures the rep sees all communication about their lead, as the notes are recorded directly into the Story So Far
Image shows the dialog box that is displayed over the active lead and talking point when the agent clicks the Light Bulb icon (circled in the top right corner)
Suggestions2U In Action
Here is the completed message that will be sent to the contact owner (sales rep) assigned to the lead:
Here is the updated Story So Far, which automatically repaints itself a second after the sales manager presses the OK button:
Clicking the note shown in the Story So Far causes the entire note to appear in a pop-up window, like this one:
This Capability Is Not Available In Your Current
CRM Or Sales Cadence Products!
Find out what makes us a valuable plug-in to your current technology stack!