Leverage business by supporting your Sales Team with great tools. Plan, prepare and perform great with impactful Sales Visits.

Sales Journey Assistant - embedded in our Travata Dynamics 365 Solution - helps sales teams structure, organize, manage & document Sales Journeys with thorough planning & structured follow-up of face-2-face customer visits. Sales Journey Assistant leverages Dynamics through a 5-step process: qualify, preparation, visit, debrief and reporting.

Sales Journey Assistant helps the CRM users with their customer visits allowing them to:

• Translate all activities in a Sales Plan in a phased process & structured Visit Reports
• Organize & manage customer visits generating Visit Reports based on templates
• Qualify & prepare well upfront with adequate & relevant discussion points
• Capture content of all customer encounters with high accuracy & completeness
• Timely accomplish Customer Journey Planning (activity, travel & break duration) with Integrated Travel Computing & Optimization
• Ask adequate questions, document pertinent outcomes, capture & communicate all relevant feedback
• Open new opportunities, improve customer experience & loyalty, boost salespeople’s efficiency

 

Top time-saving features include:

• Process-led customer visit execution
• Structured Visit Reports with templates
• Efficient planning & orchestration
• Prepare, manage, document & share discussion points
• Follow-up efficiently with automated feedback & reporting