New sales tool can be added by clicking on in the left panel or by clicking on tab in the upper right corner of the sales tool listing page.
Fill in the name of the Sales Tool.
Select the type of sales tool from the dropdown. Note: ConvergeHub allows you to create three types of sales tools - Checklist, Conversation Guide and Status.
Select published to apply the sales tool now. Or else you can select unpublished to apply the sales tool later.
Click on to complete the sales tool creation process.
1. Checklist as Sales Tool
It can include a list of questions or pointers that the sales representative needs to follow while dealing with the prospects. It can act as a standard handbook to be given to the sales agents before starting to deal with the prospects.
If you choose checklist as the type in sales tool then, you will have to fill in more fields as shown below:
Select the module for whom you want to apply the sales tool.
Select the sub module for the sales tool. Example if you want to create a product checklist for all the leads. Then product will become the sub module.
Add in the question to the checklist.
Click here to add more questions to the checklist.
2. Conversation Guide as Sales Tool
It can be a rough set of guidelines to provide idea to the sales agents as to how they need to engineer the conversation with the prospects. Unlike the checklist which calls for complete abidance by the sales agents, conversation guide can function in the form of a general reference point for the sales reps, whenever they are stuck in the interaction.
If you choose conversation guide as the type in sales tool then, you will have to fill in more fields as shown below:
Add in the question to the conversation guide.
Click here to add more questions to the conversation guide.
Select the field type from the action drop down.
Select the related field. Example if you want to create a conversation guide for all the leads in relation to their industry. Then industry will become the selected field here.
3. Status as Sales Tool
Queries can be asked to the sales representatives who have to give an exact status of whether the scheduled task has been done or not.