The Situation After
More visibility, less distraction for growing teams
With Salestrail’s automatic activity logging functionality, the background admin work has already been handled. “It’s not another tool that salespeople have to use”, says Jan.
As the setup was very easy and straightforward, it didn’t take long for the Bannerflow team to place focus on the right activities.
“In the Software industry, it matters not only how much we are calling but also who we are calling. And Salestrail makes it so easy for us to be able to see clearly if we are focusing on the right thing, and course-correct”, shares Jan.
Especially with Salestrail’s customizable workflows to add notes right after every call or meeting, the transition of opportunities and onboarding new sales reps has become so much easier. Most importantly, it makes sure that valuable information is captured accurately and visible in the Salesforce CRM.
At a time of crisis Jan finds automatic activity logging especially important for sales teams. Salespeople have to switch to working remotely due to the novel virus, and keeping focus is more difficult than ever.
“Even in a difficult time, a solution like Salestrail is critical to sales teams to keep track and stay focused”, Jan concludes.
