Tips, Tricks & Best Practices

PZickert
Participant

Logging Sales Engineer Hours, Meetings, Demo's, etc

SOLVE

Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call.  Seems as though this may be a combination of Logging a Meeting, notes and other things but I'm not sure if I know how else to log that this would be a demo, which product(s) were demoed and for how long.  Obviously would like to have some reporting on thi as well.  

0 Upvotes
1 Accepted solution
Chriso-mwx
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Logging Sales Engineer Hours, Meetings, Demo's, etc

SOLVE

Thank you @kvonloesecke for tagging me.

 

Hey @PZickert , 

 

If you're using the function to log a call, you get most of your requirements out of the box, except for how long a call was.

 

When logging a call you can:

  • Set the contacts who participated
  • Set the date and time (liek I said, no end time unfortunatly)
  • The call outcome
    The options you see there are the defaults ones, but you can add more of them. I'd suggest adding options that reflect the demo and the product:
    • Demo - Product A
    • Demo - Product B
    • ...
      You can also delete all defaults and create your own logic there.

 

 

Screen Shot 2022-04-19 at 08.27.34.png

With the custom report builder, you can report on this as well. 

 

Let me know what you think and if it helped, let the rest of the community know by marking this post as a solution. 

 

Cheers, 

Chriso

View solution in original post

3 Replies 3
Chriso-mwx
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Logging Sales Engineer Hours, Meetings, Demo's, etc

SOLVE

Thank you @kvonloesecke for tagging me.

 

Hey @PZickert , 

 

If you're using the function to log a call, you get most of your requirements out of the box, except for how long a call was.

 

When logging a call you can:

  • Set the contacts who participated
  • Set the date and time (liek I said, no end time unfortunatly)
  • The call outcome
    The options you see there are the defaults ones, but you can add more of them. I'd suggest adding options that reflect the demo and the product:
    • Demo - Product A
    • Demo - Product B
    • ...
      You can also delete all defaults and create your own logic there.

 

 

Screen Shot 2022-04-19 at 08.27.34.png

With the custom report builder, you can report on this as well. 

 

Let me know what you think and if it helped, let the rest of the community know by marking this post as a solution. 

 

Cheers, 

Chriso

PZickert
Participant

Logging Sales Engineer Hours, Meetings, Demo's, etc

SOLVE

This is great.  What if they demo multiple products?  Is there a way for them to choose multiple options here so they capture how many and what products they did a demo on?

kvonloesecke
Community Manager
Community Manager

Logging Sales Engineer Hours, Meetings, Demo's, etc

SOLVE

Hi @PZickert,

 

Thank you for reaching out! 

 

I want to tag some of our experts on this - @NicoleSengers@Dan1@Edyta7510@Chriso-mwx@Sam62 - Do you have any thoughts for @PZickert on this?

 

Thank you!

 

Best,

Kristen


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