Outside sales

Sample threads for field sales reps logging visits, updating deals and sending agreements from the car.

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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

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

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

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

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?