Sharing the Know-How and Methods of a Sales Organization with a Large Number of Accounts

Toso Case Study: Five Initiatives That Balance the Number of Visits and the Quality of Proposals

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Amid a decline in housing starts, sales representatives were spending so much time providing on-site support that they no longer had enough time for client visits and making proposals.
How to Choose a CRM System When Switching from Sales Tools That Are Difficult to Use During Client Visits to One That Allows You to Complete Reports on Your Smartphone
Small-scale trials at three locations and the implementation of initial support by the promotion team
How to Change the Way You Conduct Sales: Reporting Immediately After a Visit, Making Unscheduled Stops Using a Map, and Consulting with Your Supervisor Through Daily Reports
Changes Observed in the Second Month After Implementation—including a roughly 60% increase in the number of activity reports and a roughly 50% decrease in reporting work after 5:00 p.m.—and Future Plans

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