And where do your employees store scripts

The work of a sales manager is not that easy. You need to handle objections, find an approach to each customer, and competently write a report on that customer. Any missed detail will cost the company money. Let’s figure out how to avoid this.

Problem

Only over the years can a specialist perform work automatically without missing important details. But how do you not forget the necessary scripts, or how do you quickly find access to them? There are moments when you need to view the message history with a customer and add or change data about their purchase. Unfortunately, it is not always possible to do this quickly.

Solution

In order not to miss important points, it is necessary to record all information about the conversation with consumers immediately after the call/correspondence/meeting. And “FORMA” has such an option. After you select (create) the customer and place you need, various tools will be provided to you. For example, you will be able to view full information about the customer and the sale using the “Data” section. In the “Communication” section, you can see the full message history, add the necessary facts or data, and also select the “Scripted conversation” function.

Immediately after a call or another form of communication, the sales manager will be able to enter customer data into the required section, and if a sale is being made, then immediately record which product needs to be delivered to the consumer.

Real-life example

So, a sales manager is going to call a customer to present a product or service. If, during the conversation, they need to handle objections, they can immediately click the “Scripted conversation” button and choose the answer they need. Now there is no need to store various objection documents on the computer or in printed form. Everything will always be at hand.

Practical task

Do you want to see what customer processing looks like in real life, but you do not understand it well? Message us in direct, and we will give you access to practice! By completing simple tasks step by step, you will understand how this process works.

Tell us in the comments whether you handle objections when talking to a customer and exactly how.