Outside sales
Sample threads for field sales reps logging visits, updating deals and sending agreements from the car.
For reps who spend the day between customer visits. Tools: HubSpot, Pipedrive, DocuSign and Salesforce, all coming soon.
Status: these integrations are still being built, so the threads below show where we’re headed, not what works today.
Log a visit
Section titled “Log a visit”You: Log my visit with Acme, they want 200 units by March
Tack: Logged the visit and opened a deal for 200 units, close date March 1. Follow up next Tuesday?
You: Yes
A note on the Acme company record, a new deal and a follow-up task, all from one text.
Send an agreement
Section titled “Send an agreement”You: Send Elena the supply agreement
Tack: Supply agreement is ready for Elena Ruiz at Acme. Send?
You: Yes
Tack: Sent. I’ll text you when she signs.
Before the next stop
Section titled “Before the next stop”You: What’s open with Brightline?
Tack: One open deal, $18,000, in Proposal. Last visit Oct 2: “Wants pricing on the 40-pack.” No tasks due.
Plan the day
Section titled “Plan the day”You: Who haven’t I seen in 60 days in Travis County?
Tack: 6 accounts. Closest to you: Hill Country Supply, Ridge Hardware, Lakeway Builders. Add visits for today?