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How to set up visit steps and help the sales agent be efficien | Smartup EN - Business process automation

How to set up visit steps and help the sales agent be efficient in order to fulfill his sales plan?

According to the survey of sales managers, visit to the sale point can increase revenue up to 40%. Let's figure out how to improve an effective trading team

Visit is attendance at the sale point by a sales representative in order to receive an order and sell goods. The main purpose of the visit is to increase the number of MML products in the order, as well as increase sales.

What exactly needs to be done to improve these indicators? To get started, familiarize yourself with the concept of “Visit Steps” in our material on Dzen, also this instruction will help you set up the functionality in Smartup.

Use «Visit steps» in Smartup and achive your goals