VIRTUAL DESK

the operating environment

Today, the sales force of many Italian businesses is characterized by the use of electronic instruments such as brochures or information leaflets anachronistic that reduce the appeal of commercial negotiations, extending at the same time also the timing.

Many agents are in fact obliged to show their offers on paper, to take note of all the needs and demands of the customer with whom you are and by relating back at headquarters or in their offices to make the required estimate. Among the meeting with the customer and the signing of the contract so more days pass and the ability to successfully close the deal is significantly reduced. The customer, meanwhile, has the opportunity to change their minds or go to the competition.

Today, the sales force of many businesses is characterized by the use of anachronistic instruments such as brochures or information leaflets, that reduce the appeal of commercial negotiations, also extending the timing.

Many agents are in fact obliged to show their offers on paper, to take note of all the needs and demands of the customer they are referring to and then go back to headquarters or offices to make the required estimate. Among the meeting with the customer and the signing of the contract more days pass and the ability to successfully close the deal is significantly reduced. The possible client, meanwhile, has the opportunity to change his mind or go to the competition.

edita solution

The Virtual Desk project proposed by Edita intends to make available to the sales force an easy and fast instrument to improve the performance of the sales process and increase the economic return of trade negotiations. The solution, in fact, provides the creation and implementation of a specific app tailored to the needs of the Customer and able to turn the device (Apple or Android) into a virtual desktop. Using the application, the agent has the ability to access the integrated ECM platform and take advantage of its various features such as the estimate calculator, the product catalog in electronic format, the database contains the master data and the history of the customer.

The solution is characterized by:

Analysis of the sales process adopted with a focus on the tools
Creation of a customized virtual desk
Supervision and monitoring of KPI related to SLA and commercial sales performances

results achieved

Use of a more appealing tool to improve, simplify and speed up commercial negotiations
Ability to exploit in mobility all operational and commercial tools of the office or the headquarters of the agent
Significant reduction of the time between the first meeting with the customer and the signing of the contract
A greater chance of successfully conclude the business negotiations
Efficient and effective management of the mobility sales force
Quick and easy access to a multiplicity of information

Target

Companies with mobility commercial agents
Small Business with mobility agents
Insurance Companies