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Be like Jess! A day in the life of a salesperson.


An average day in the life of a salesperson features a mix of client conversations, planning, travel, internal business communications, and administration to name a few of their mountain of tasks. Each day will come with its unique challenges that cannot be controlled or planned for, but what about the tasks that steal focus from salespeople actually selling? 


Make every move matter

With ever-increasing competition for orders, both internally and externally, making every element of their day contribute towards hitting target is crucial. Releasing sales professionals from manual and time-consuming tasks such as report building, data input, and data analysis can return 165 minutes every day. Time much better invested doing what salespeople do best – sell! 

The powerful insights, connectivity and automated features that come as standard with sales-i, sales teams can really supercharge their productivity. To demonstrate the value of sales-i throughout a day in the life of a salesperson we have created a timeline of activity with and without sales-i

We have armed Jess at company A with sales-i. Jo at company B doesn’t have access to a business intelligence platform like sales-i. Instead, Jo will be relying on her own experience, instincts and existing ways of working. So, let’s see how they match up… 


A day in the life of a salesperson.


 Jess and sales-i’s
‘day in the life’

‘day in the life’

8 am  Breakfast 8 am Breakfast
Jess opens sales-i to see a timeline of her day and downloads the details she needs for her full day of work from Autopilot. Jo has no planned tasks for the day outside of ‘the usual’. She picks through her notes to see who may be due a call or visit and loses track of time.
8.20 – 8.40 am Travel
She uses sales-i’s Maps to view her first appointment to get navigation directions.
8.40 – 8.50 am Preparation 8.50 – 9.10 am Travel
Jess arrives in time to prepare for her meeting. She reviews past notes, views Snapshot for an overview of spend, and Insights to identify spend variance, and Campaigns. Jo gets lost on way to her client due to roadworks taking her an unfamiliar, slower route.
9 – 9.40 am Meeting 1 9.10 – 9.40 am Preparation
Jess shows her client their Snapshot report and identifies new topics to discuss from the Campaigns the customer has triggered. Resulting in an insight-led conversation. As Jo is now running late, she only has time to review her handwritten notes about the customer from her last visit.
9.40 – 10 am Post-meeting CRM update 9.40 – 11.10 am Meeting 1
Before setting off to her next meeting, Jess updates her customer notes using sales-i’s dictation feature. Notes update her manager via sales-i. Jo relies on the customer to drive the meeting. Without any insights, she has little to add to the conversation.
10 – 10.30 am Break and Calls
Stop for a coffee, check-in with the office and a couple of follow-up calls
10.30 – 11 am Travel
11 – 11.10 am Preparation
11.10 – 11.50 am Meeting 2 11.10 – 10.30 am Break and Calls
Stop for a coffee, check-in with the office and a couple of follow-up calls
11.50 am – 12 pm Post-meeting CRM update 11.50 am – 12 pm Post-meeting CRM update
Jo jots a few notes to write up later but forgets to email an update to her manager.
12 – 12.30 pm Lunch 12 – 12.30 pm Break and Calls
Jess makes a follow-up call and closes a deal. Stop for a coffee, check-in with the office.
12.30pm – 12.50pm Travel
12.50 – 1.10 pm Preparation 12.30 – 1 pm Lunch
Jo doesn’t have all her notes, so leaves callbacks until she is in the office.
1.10 – 1.50 pm Meeting 3 1 – 1.30 pm Travel
1.30  – 1.50 pm Preparation
No WIFI! No information for Jo to prep with.
1.50 – 2 pm Post-meeting CRM update 1.50 – 2.20 pm Meeting 3
Jo can’t download the report the finance team emailed her for the customer. Her customer is not happy.
2 – 2.20 pm Travel
2.20 – 2.40pm Preparation 2.20 – 2.50 pm Post-meeting CRM update
2.40 – 3.20 pm Meeting 4 2.50 – 3.20 pm
Jo travels back to the office.
3.20 – 3.30 pm Post-meeting CRM update
3.30 – 4 pm Post-meeting CRM update 3.20 – 4 pm
Jo spends her afternoon typing up her notes from today’s calls and making follow-up calls from previous visits.
She lost a sale to a competitor due to the delay!
4 – 5.30 pm Create tomorrow’s calls 
Jess generates her call list for tomorrow based on cross/upsell Campaigns.

sales-i maps calls to her diary and automate reports for each, all in a few clicks in sales-i.

5.30 pm End of workday 5.30 pm – Late
Jess can leave on time knowing all her admin and tomorrow’s plans are all complete. A long night ahead for Jo as she turns the data from her internal team into reports for her calls tomorrow.

The results

In a day powered by sales-i, Jess can visit more customers, spend more time addressing the needs of her customers, and prospecting for new business. She also gets to switch off from the office in the evenings thanks to the automated reporting and mobile app saving her time in preparing notes to take with her on her next days visits. The result? A happier, well-informed salesperson. 

 And Jo? The lack of planning has left her constantly on the back foot with her customers, losing her a few key deals along the way. Her figures are down and her reliance on internal teams to collate, analyze, and report data to her about her customers is creating a negative atmosphere in the workplace. She returns home late and cannot find the time to recharge ready to start tomorrow with enthusiasm. 

Jess, with sales-i, has a clear advantage over Jo. Her use of the different features throughout her daily routine has out her miles ahead with her low-value admin work so she can excel at her real skill – selling. 


If you want to be like Jess speak to us today! 


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