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TIP OF THE WEEK: Display potential customers to your sales reps on their Pepperi map view

Wouldn’t it be great if your sales reps out on the road could glance at their map view on the Pepperi app and in addition to their assigned customers they could see the location of the potential customers in their area?

Using Pepperi means that sales reps spend less time on taking orders – so they have more time for business development. You can use Pepperi to help them with that too.

You can easily display potential customers in each sales rep’s territory by loading them as Pepperi Accounts. Label them as “potentials” using an Account property.

Then select a distinguishing color for their pins on the map view, and you’re done!

Reps will now be able to visit potential customers while they are on the road – they are right there on the map with the customers they plan to visit.

When focusing on their customers only, they may filter out potential customers using the filter on the Map view.

How-to articles for your reference:

How to load Accounts in Pepperi

How to color code Accounts on the map view

Display potential customers to your sales reps on their Pepperi map view

 

 

Easily give your reps more selling targets by loading potential customer lists for their territory!

 

For more tips see the TIP OF THE WEEK section on our blog.