Hi guys, a suggestion around visit and meeting logging:
To me, sales visits seem to be a subset of a broader set of customer interactions that include things like meetings, phone calls, emails, texts, etc. It feels like the two separate areas where we record these interactions in Breww should be combined.
I understand that in Breww “visits” are meant to be route-planned ahead of time, while the other interactions are not, However, in reality we consistently have both planned & unplanned occurrences of all these varieties of customer interaction - real life is much less scripted and planned than we’d like it to be sometimes. I’d imagine other breweries might say the same?
I would suggest expanding the visit planning module to include all types of interactions, and additionally, adding sales visits as an option under the “Record Activity” area. Alternatively, you could just combine all these records into a single entry area.
In general, anything that can be done to make logging these interactions quicker and easier should be a priority. These interactions are one of the most important things that our reps do on a daily basis, and records of them are critical to optimizing our sales function. “Quick and easy” translates a much higher probability of regular usage.
Just an idea…
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Yes, this would be a big help. And simply adding a comments facility to Sales Visit would help as well, rather than those being separate!
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