You can use Repfabric to very effectively prepare for a sales call in well under 5 minutes.  Repfabric will tell you:

· How to get to a company with an unfamiliar address

· Important customer company level news

· Key contacts at the account

· Open opportunities for follow up

· Prior activity at the account by line

· Sales dollar trends by line and by part number for the account

This tutorial will explain the high-level elements of “Pre-call planning” from three entry points:

1.   A Scheduled Appointment

2.   The Nearby Map

3.   From a Company

Preparing for a Scheduled Appointment

When your calendar sync is enabled, appointments you have sent and received from your email calendar (such as Gmail/Outlook calendar) will automatically be mirrored in the mobile app’s calendar and show on your “Agenda” page when you launch the app.  This includes attendees on the meeting invite.

1.   Left click the appointment or event you want to prepare for.

2.   Left click the “Company Name” below the contact to see the company details.

3.   For Driving Directions to the contact’s work location, left click the “Lightning Pin”  next to the contact. 

Preparing for a Drop-In Sales Call from the Nearby View

For accounts with a good physical address, the Nearby map view will allow you to view and prepare for unscheduled or non-time sensitive appointments.

1.   Tap “Nearby” tab.

2.   Tap on a pin to locate desired company.

3.   Tap on the Company name label.  This takes you into the Company Detail screen.

Preparing for a Sales Call from the Company List

You can also select the company from your list of companies.

1.   Tap “Companies” button.

2.   Search to locate desired company.

3.   Tap on the Company name.  This takes you into the Company Detail screen.

4.   For Driving Directions to the contact’s work location, left click the “Lightning Pin”  next to the company.  You will be redirected to Google Navigation app which will provide directions to the account.

From the company detail view, you can review all aspects of the company you are about to call on.

·  Sales dollars by line
·  Sales dollars by part number
·  Customer website for recent news
·  Open opportunities including quotes
·  Emails within opportunities
·  Emails sent to and from contacts
·  Modify and edit contacts if they are no longer there |
·  Review key documents such as NDAs, drawings, specs and contracts
·  Review prior activities
·  Review prior sales calls for what lines were pitched

Review Sales Dollars for this Customer

1.   Left click on the Dollar tab.

2. Left click to choose the year you want to review.

By default, the Sales by Line view will be shown for the company. 
This view is explained here.

To view by part number

You can switch the view to show top part numbers or SKUs with comparisons to last year if your company loads part numbers into the sales and commissions
module.

3.   Left click “More” icon.

4.   Left click “By Product”