As more and more reps move to remote detailing, the ability to connect with customers virtually is more important than ever. Virtual Rep allows users to make face-to-face video calls and deliver online presentations right inside Inception CRM, so they don’t have to use another app for remote detailing. And since video calls and presentations are logged, managers can track all of their sales teams’ virtual customer engagements via comprehensive reports that provide a detailed insights into the effectiveness of their virtual calls.
Virtual Calls in Inception CRM work like Zoom, but they don’t require any other remote detailing app to work. You can schedule Virtual Calls directly in your Planner and then invite your customers to join you in a dedicated virtual meeting space without leaving Inception CRM. Because meeting links are unique to each customer, customers can even bookmark them to connect with one click every time you meet.
A key part of remote detailing is ability to present content remotely. During a Virtual Call, you can access and seamlessly present any of the approved content in your Media folder. Inception CRM supports multiple file types, from PFDs to videos to CLM presentations. Virtual Call lets you make as many presentations as you want within a single session, and keeps track of each for reporting and analysis.
Want to know what presentations are most popular with your customers, or how much time your reps are actually engaging with them? Virtual Rep’s reports will tell you. Drilldown by customer specialty, location, and other attributes to find out even more about the content and messages that hit home with your customers during remote detailing.
Inception’s powerful search helps Reps quickly find the right contacts, while detailed customer info cards tell them everything they need to know.
Inception’s powerful BI Suite includes compelling, information-rich dashboards and exportable, pivot table-ready spreadsheets for impactful analysis.
Inception’s built-in publishing engine makes it easy to share PDFs, videos and interactive presentations with your Reps for effective in-field marketing.
Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.