Tips, Tricks & Best Practices

PZickert
参加者

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

解決

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.  

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ChrisoKlepke
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

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

解決

Thank you @kvlschaefer 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

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3件の返信
ChrisoKlepke
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

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

解決

Thank you @kvlschaefer 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
参加者

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

解決

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?

kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

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

解決

Hi @PZickert,

 

Thank you for reaching out! 

 

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

 

Thank you!

 

Best,

Kristen


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