Sales Agenda Feature

With Apparound's comprehensive sales enhancement tools, it's now possible for sales teams to
coordinate schedules and optimize their time. Learn more about our newest feature.

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Managing a salesperson's agenda is crucial for maximizing productivity and ensuring efficient use of time. With Apparound's agenda management system, sales representatives can streamline their daily, weekly, and monthly activities through organized tasks and events.

Advantages of Sales Agenda

Real-Time Access to Appointments

  • Instant Overview: Sales reps can log in to view their appointments in real time, providing an up-to-date snapshot of their schedule.

  • Device Flexibility: Each agent can access their agenda from any device –smartphone, tablet, or web browser – ensuring they stay connected wherever they are.

  • Highlighted Calendar Events: All scheduled meetings are clearly marked in the calendar, allowing sales reps to quickly identify their commitments.

 

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Efficient Task and Deadline Management

  • Intuitive Task Tracking: Sales representatives can easily manage and track their tasks within the tool, scheduling follow-ups, meetings, and other sales activities.

  • Smoother Daily Operations: This functionality provides sellers with a holistic view of their daily operations, enabling them to prioritize effectively.

  • Deadline Reminders: Automated reminders help ensure that agents stay compliant with their commitments and deadlines.

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Integrated  Appointment Management

  • Seamless Lead Handling: Telesales agents can schedule appointments with leads directly within the system.

  • Centralized Information: When a lead expresses interest, agents can quickly create an appointment with all relevant details  included: date, time, customer information.

  • Synced Schedules: Agents can be synchronize appointments to their personal calendar whether it's iOS, Google, Outlook, or similar.

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Automatic reminders and real-time updates

  • Immediate Updates: Agents get real-time updates to their schedules, ensuring they are always informed about changes and new appointments.

  • Timely Reminders: The integrated system sends automatic reminders for  upcoming meetings to agents and leads, decreasing the risk of no-shows.

  • Task Assignments: Tasks can be made and assigned to agents by the back office when attention is needed on documentation or ID verifications.

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Configure Price & Quote

Simple and user-friendly quoting process

User friendly interface enables seamless customer involvement in the creation of commercial quotes, in-person or remotely.

Data always up-to-date

Thanks to the integration with CRM and ERP, you can access perfectly to updated and synchronized information

Control on sales pipeline

Focus only on the sale and leverage corporate pre-approved pricing and discount policies.

FAQs about the Sales Agenda

With the "Agenda View" feature, each agent gains a comprehensive overview of their calendar, whether they prefer to see it daily, weekly, or monthly. This intuitive visualization enables agents to easily access scheduled appointments, empowering them to plan their time effectively and avoid any scheduling conflicts.

Scheduling an appointment is incredibly easy. Just enter the event title, specify the start and end dates along with the relevant times, and you’re all set. Plus, you can link the appointment to a specific client or sales opportunity, ensuring that all your information stays organized and interconnected.

With API integration, call centers can streamline appointment scheduling without requiring direct involvement from agents, significantly simplifying lead management. This automation not only enhances efficiency but also ensures a higher level of security, as events created through external systems via the API are locked from modification. This means that there is no risk of accidental changes, providing peace of mind for both management and agents.

The system meticulously tracks call outcomes, appointment conversions, and customer engagement levels. With an intuitive dashboard, managers can easily analyze key performance metrics, allowing them to identify trends and optimize their strategies for greater effectiveness. This data-driven approach empowers teams to make informed decisions that enhance overall performance and drive better results.