- Guidance to reach your target
- Adaptive task generation
- Adaptive reminders
- Get questions after calls
- Get questions after meetings
- Get reminders of who to call
Salesbox custom fields allow you to add the following type of fields.
Add custom fields to your Tasks, Leads, Opportunities, Accounts, Contacts and Appointments.
All added fields are also searchable to make it easy for you to quickly segment and find your customers and deals.
Search on the fly or save them as personal searches or share your searches with relevant colleagues. After a search is done you can also export the result to Excel and PDF.
Example: Give me all companies in New York AND belong to Industry IT AND are between 201 – 500 employees AND is customer AND we have not spoken to for 3 months.
To give you the possibility to compare basically any sales, activity or customer related information Salesbox offers personal dashboards with diagrams, pie charts and lists that you create yourself.
Compare different users over different time periods. Example calls, closed sales, appointments, leads etc.
Compare different data sets for the same user. Example calls vs closed deals over a specific period for the same user.
Share you diagrams with colleagues or Drag & drop your diagrams to get them exactly where you want them.
The diagrams are updated automatically and are therefore suitable to display on big screens in the Sales department to keep everyone up to date.
Set different relations between different accounts. Example Account 1 is a subsidiary to Account 2.
Set different relations between a contact and different accounts. Example Contact is employed by Account 1 and works as a consultant on Account 2.
Set different relations between different contacts. Example Contact 1 is the manager for Contact 2.
Track tasks, leads, sales, appointments on contacts that are related to accounts they don’t work on.