New Call-To-Action – Customers with No Follow-up Booked
- Steve Evans
We are always looking to deliver new calls-to-action – those essential hot tips to read over the first coffee as sales teams plan their day.
Toucan Sales Analytics is now empowering more and more businesses and many are developing in-house guidelines to their teams, ensuring that everyone is singing off the same hymn sheet.
“You should not have active customers with no follow-up call or visit booked” is the mantra we hear so this latest call-to-action provides a great prompt.
In the example below, we have set a user-defined timeframe to “3 Months”. Toucan looks at every customer who has ordered in the last “n” months, in our case 3, and then checks to see if there is a scheduled call or visit interaction with a date of today or beyond – a follow-up action.
If not, then the customer is included in the count. Simply click on the number and a new browser tab will open listing those customers and their trading data.
You may want this ordering timeframe to be 6, 10 or 12 months – it is up to you
Sales teams manage large territories and it is very easy to overlook customers that are not frequent buyers. If you are not in regular contact, your competitors may be!
