The NEHANET Call Report module is an effective way to capture what happens when you or someone else talks with the customer and make what is learned available to the rest of the team. It replaces the haphazard email chains and review calls that are normally used with a documented, archived record of the customer discoveries.
DO YOU NEED TO
- Capture Customer Meeting Information?
- Notify all team members on Call Reports?
- Prioritize team focus on best business?
- Turn reviews into action planning meetings instead of situation updates?
- Know what competition is doing and use it to do better?
- Ensure Action Items are completed?
- Manage Rep, Disti and Direct Accounts?
Talk to a customer and share what you find out
When you meet a customer, you talk about current business, new business, competitors, the market and how that customer is doing. Instead of keeping it all to your self or just telling a few people the NEHANET Call Report lets you capture the meeting information in a document, link the info to the account, person you saw or the opportunities you talked about and publish it in the system so all the team members can see what you found out. This makes information an asset, and minimizes how much time you have to take to get everyone up to speed.
How much critical information are you missing in meetings
Sales is usually the one talking to the customer. If you don’t have an expectation to document what they find out and get that information distributed in the company then the benefits you get from the investment you make to talk to customers is mostly wasted. If you call up the sales person and ask them about the meeting they will tell you but how much just gets lost. Call reports are NEHANET’s solution to capturing what is discussed in customer meetings and deliver it to everyone who can benefit from it. Get the most benefit from your investment in seeing customers by keeping a record and making team members aware of what you find out.
Turn competitive information into a business advantage
When you meet a customer, you talk about current business, new business, competitors, the market and how that customer is doing. Instead of keeping it all to your self or just telling a few people the NEHANET Call Report lets you capture the meeting info and get it distributed in a consistant way. If your talking about an opportunity you often hear comments about competitors, other business ops, or just business health trends and concerns. Getting this out to everyone can only help, doing it once and distributing it sure takes a lot less time than emailing and phoning all the people who should know.
What happened when your FAE talked to the customer?
FAEs are critical to solve a lot of technical issues for customers but finding out what was said and if there was other information discussed, like what a competitor is doing, or how well the design is going, often gets overlooked. The NEHANET Call Report system captures a record of the discussion easily and makes it accessable to the rest of the team and a part of the opportunity record so you always know what was said, what was committed, and what is going on with competion.
Call reports would sure be nice, get sales to do them
You can’t mandate that sales does call reports easily. If you make them easy to do, and show sales why they get a benefit from them by using them to get things done to help them win, you can turn them into beneficial activites for sales. The NEHANET Call Report system makes it easy to do, ties them to opportunties so the report shows the business benefits, and consolidates the information in one place that is easily written and automatically distributed to make the critical information they hear about available to the entire team. It works and builds confidence and consistancy in the way decisions are made and priorities are set.