Oracle Modern Best Practice—Schedule Change
Schedule Change to Sales Call
A canceled call can be catastrophic to a sales executive with a pipeline that needs improving and a quarter end always looming. You need your sales team in front of the customer – selling. This modern best practice shows how canceled calls can turn into revenue generating activity by providing your team with a view of all the available contacts and opportunities in the area. Mobile location-based guidance and insight enables the sales executive access to customer information quickly to identify, create and act on new opportunities and relationships.
Mobile. Social.Research Local Pipeline
Use location data to identify alternative opportunities in the vicinity, due to cancelation or additional time on-hand.
Mobile. Social.Identify Alternative Calls
Use dashboard to view alternatives within vicinity to determine the best suitable opportunity.
Mobile. Social. Analytics.Investigate Past Interactions
Research data on identified opportunities to quickly come up to speed.
Mobile. Social.Engage Opportunity
Interact with opportunity contact(s) to evaluate the situation, provide additional information, and establish options to connect.
Mobile.Record Interaction
Capture the interaction as a transaction using voice-enabled mobile devices or keyboard input as needed.
Mobile. Social.Schedule Follow-Up
Send optimized collateral and schedule follow-up meeting as needed.