What happens during a sales visit? Collect information to improve the customer experience
Posted: Mon Jan 20, 2025 10:31 am
Data collection is an essential pillar of today's sales and marketing. In contexts such as social media or e-commerce shopping, data collection is constant and serves to improve the customer experience.
However, especially in B2B contexts, gathering information has not always been so straightforward.
It is common for sales management to have prior information about the customer, which is used to prepare for the sales visit. At the same time, the salesperson also completes the CRM after the visit.
But there is a gap: what exactly happened during the visit ?
The era of accurate data
In today's context, "exactly" is not a superficial concept. New india whatsapp data technologies allow for extraordinary accuracy in data collection that was not possible before . And it is important that we take advantage of this.
That is to say, while it is true that the salesperson can report what has happened during the visit, this will always have a certain subjectivity ; it will not be an accurate compilation. Of course, this also implies that the margin of error is greater .
Traditionally, this subjective CRM compilation has been the norm. Thanks to smart digital sales solutions, we can quickly transition this to a new, more effective way of working.
Now, how can we know what happens during the visit?
data visit cp blog3 - CatalogPlayer
Take back control thanks to AI
To resolve this lack of information, it is best to opt for a Sales Enablement platform to collect data in an automated way, which also includes an Artificial Intelligence system .
AI relies on automated and constant data collection, providing accurate, rigorous and specific insights into customer interests .
In addition, AI systems have a great capacity to cross-reference data and find patterns, making them the best option for:
Detect sales opportunities very precisely by constantly monitoring commercial actions and their results.
Personalize the customer experience by offering the seller recommendations tailored to each case
How to successfully implement a smart sales solution?
But it's not just about acquiring the right platform. To have greater control over what happens during the visit, salespeople need to put the platform into use on a regular basis. In other words, to improve sales, it's necessary to promote digital adoption by the sales team.
For this to happen, the platform must help them in their daily functions beyond the collection of information. We must bet on a platform that is easy to use and intuitive, that makes available to the sellers all the content they need for the sales visit. And even recommends which content is best to use at any given time.
However, especially in B2B contexts, gathering information has not always been so straightforward.
It is common for sales management to have prior information about the customer, which is used to prepare for the sales visit. At the same time, the salesperson also completes the CRM after the visit.
But there is a gap: what exactly happened during the visit ?
The era of accurate data
In today's context, "exactly" is not a superficial concept. New india whatsapp data technologies allow for extraordinary accuracy in data collection that was not possible before . And it is important that we take advantage of this.
That is to say, while it is true that the salesperson can report what has happened during the visit, this will always have a certain subjectivity ; it will not be an accurate compilation. Of course, this also implies that the margin of error is greater .
Traditionally, this subjective CRM compilation has been the norm. Thanks to smart digital sales solutions, we can quickly transition this to a new, more effective way of working.
Now, how can we know what happens during the visit?
data visit cp blog3 - CatalogPlayer
Take back control thanks to AI
To resolve this lack of information, it is best to opt for a Sales Enablement platform to collect data in an automated way, which also includes an Artificial Intelligence system .
AI relies on automated and constant data collection, providing accurate, rigorous and specific insights into customer interests .
In addition, AI systems have a great capacity to cross-reference data and find patterns, making them the best option for:
Detect sales opportunities very precisely by constantly monitoring commercial actions and their results.
Personalize the customer experience by offering the seller recommendations tailored to each case
How to successfully implement a smart sales solution?
But it's not just about acquiring the right platform. To have greater control over what happens during the visit, salespeople need to put the platform into use on a regular basis. In other words, to improve sales, it's necessary to promote digital adoption by the sales team.
For this to happen, the platform must help them in their daily functions beyond the collection of information. We must bet on a platform that is easy to use and intuitive, that makes available to the sellers all the content they need for the sales visit. And even recommends which content is best to use at any given time.