Oracle Modern Best Practice—Schedule Change

Schedule Change to Sales Call
Convert Canceled Sales Calls into Opportunities

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.


Research Local Pipeline
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Research Local Pipeline

Use location data to identify alternative opportunities in the vicinity, due to cancelation or additional time on-hand.


Identify Alternative Calls
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Identify Alternative Calls

Use dashboard to view alternatives within vicinity to determine the best suitable opportunity.


Investigate Past Interactions
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Investigate Past Interactions

Research data on identified opportunities to quickly come up to speed.


Engage Opportunity
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Engage Opportunity

Interact with opportunity contact(s) to evaluate the situation, provide additional information, and establish options to connect.


Record Interaction
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Record Interaction

Capture the interaction as a transaction using voice-enabled mobile devices or keyboard input as needed.


Schedule Follow-Up
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Schedule Follow-Up

Send optimized collateral and schedule follow-up meeting as needed.