Clients by Zipcode – a Work Smarter not Harder tip

By Patricia Egen • March 13th, 2014

Patricia Egen Consulting Fast TipsOnce again I showed a tip to a sales rep that is so simple but so effective.  The application we are using is ACT, but this could be done with any CRM.

We were going over his processes and were discussing how to make his sales calls more effective.  Lately, we are spending quite a bit of time doing business and sales coaching.  One thing that frustrated my client was going out to call on someone and they were not there or had been called away.  This happens quite a lot, even with a scheduled meeting.  For some reason, a lot of people think it is “ok” to skip a meeting with someone who is coming to try and sell a product.  Sad, but true.

That’s when I showed him this tip – lookup the area where he was going to focus – in this case it was a particular county.  Then, sort that list by zipcode and print it out.  That way, if the client he was calling on was not available, he had a list of people in the same area that he could call and check if they were available.

In every training session I do, I show this tip and have heard back from people that it works.  Several months ago I made a quick Work Harder Not Smarter video showing how to do this in ACT.

As our lives get busier and busier, it is wise to look at ways to make things more efficient.  And I enjoy teaching those tips.  The coaching side of the business is turning into one of my favorite parts of the day.

P.S. Here’s a link to that video: Clients by Zip code in ACT

 

Leave a Comment

« | Home | »

  • Been sent a support request?

    Click here to enter your ticket number: Ticket

  • Our Business

    Our Mission
    Bridging the gap between technology and business processes. Provide quality business consulting, with an emphasis on technology, maintain superior client relationships and enjoy the trust and respect of our clients

  • Us in a nutshell

    Swiftpage
    CRM applications
    Data Conversion
    Custom Programming
    SQL Experts
    Lotus Notes
    Quotewerks
    Stonefield Query
    MS Office Programming
    Business analysis
    Process Workflow
    Social Media and SEO
    Linux, Mainframe
    Been there, done that



  • Facebook Like Us!