Inception CRM’s Planner helps field sales teams optimize their productive time and stay on top of their tasks with less effort. Easy scheduling and guided workflows keep reps focused on results.
Inception CRM consolidates complete visit information in once place. Call reports, sample drops, customer orders, and customer expenses are displayed right inside the activity card so that sales teams can easily find and remember the details of each visit. Smarter campaigns means making important information not just accessible, but easy to find.
Reporting visits and other activities in Inception CRM is unbelievably easy. Inception CRM’s responsive questionnaires use skip logic to focus only on relevant questions. This allows call reports to be complex without being complicated. The result is an easy, quick and hassle free way to capture a lot of useful information about each of your customers.
Simplify sales campaigns by giving your reps clear targets based on customer priority and frequency objectives, and an easy way to execute their cycle plans.
Inception CRM’s Cycle Planning feature helps sales teams stay focused on the right customers by making aligning their sales plans with priority customers in their Target Groups. Cycle Plans balance sales campaigns against each rep’s in-field call capacity, with visit frequency set according to a customer’s actual priority.
Scheduling visits and calls with priority customers is as easy as dragging and dropping a cycle plan contact into the calendar. Reps can plan visits to multiple customers on the same day with the flick of a button. Planner updates the cycle plan status in real time so that reps stay focused on the customers who need their attention.
Help reps stay on top of their priorities with Tasks.
Tasks shows reps all of their unfinished tasks in one convenient list. Users can easily catch up on unreported visits and incomplete orders by scrolling down the list and completing their tasks one at a time.
It’s not always possible to be connected. Sometimes, your connection just sucks. When that happens, we’ve got you covered. Users can fill out call reports, create new orders, and work with scheduled customers offline.
Inception CRM helps medical reps find the right HCPs quickly and easily, and provides them with the insights they need to make each sales call a success.
Inception CRM’s intuitive, information-rich dashboards and export reports give medical reps the info need to analyse and improve their results.
Inception’s built-in media publisher makes it easy to distribute CLM presentations and approved content for effective in-field marketing.
Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.