Allow building custom questionnaire for internal sales people to fill in and log results

Ideas & feature requests
1

Here are some features we think would benefit sales reps when they are out in the field at accounts.

GOALS

  • Management - structure account calls so that we can extract information about accounts, set goals for sales reps, simplify communication.

  • Sales Reps - complete every account call with guided questions. Post a collection of account calls at EOD, and compile and EOD for reps to send to management

DIRECTIVES FOR BREWW TEAM

  • add in questionnaire below for account calls.
  • Show us how we are able to collect account logs from each rep, twice a day, and have them emailed out to our management.
  • Can we eventually schedule a call for entire sales team to review this process down the road?

BREWW INTERFACE QUESTIONNAIRE FOR SALES REPS CALL LOGS

  • “Person you spoke with?”
  • “Interaction with buyer/account?”
  • “Impact left on account? Examples- Signage, Labels, Resources, Keg Returns, POS, Merchandized, New placements”
  • “Follow up required?”
  • *** are we able to put in a box for pictures?***
1 Like
2

Thanks for the suggestion, Brad.

To make sure I’ve understood you correctly - you’d like to build a custom questionnaire in Breww that your sales team can fill in at the end of each phone call/visit? Much like where you can currently enter notes, but you’d like it to be more “guided” and just a notes box? And then the management team can easily review the submissions?

I’ve renamed your feature request (on the assumption that I’ve understood the above correctly), as a generic title doesn’t help others find and vote for your request, and the votes are really important. Speaking of which, don’t forget to vote for it yourself :wink:

For more on feature requests at Breww, please see 💡 Posting ideas & feature requests for Breww 💙 Thank you.