User Experience for SalesPitch™

User Experience for SalesPitch™

The following is an experience with SalesPitch™ that illustrates the features of this service in the daily work of sales persons:

Field of usage:
Real Estate Broker

Formats used by the company:
The realtor worked with two (identical) records of paper slips - one at home, one at work, on which she classified and tracked information on prospects and the progress of the sale. She assumed her schedule was too chaotic even to apply a calendar and she hated to use the cell phone, being regarded as a source of uncontrolled disturbance. The realtor substituted her (step by step) paper slip records with SalesPitch™ on a smart phone.

Initial Sales Calls:
The results of an initial sale's call is spoken into her cell phone at the end of the first contact, i.e. after receiving a call on an advertisement, or a walk-in on a property for sale, or at open house event, or personal meeting. Consistent classifications are key with respect to a prospect, the property he wants to acquire, and the goal to achieve with this person. Being contacted by a prospect before the due date of the follow up is recorded on the phone by responding to the "note to self" option in the SalesPitch™ menu and later transcribing the content into an "Additional Report" which in turn automatically creates a new follow up reminder.

Follow up calls:
She chooses an automatic default best date and time for her follow up calls (FU). Her FU calls are stacked on Mondays to separate them in weekly intervals. Before starting the week the realtor plans them into future dates according to priority and prospect's needs and reschedules them every morning before starting work via internet using her smartphone. Follow up reports are done immediately. Missed FU calls - if not postponed using the menu option - are completed using the information from the SMS announcements preceding the FU reminder call and the results are reported each time. Follow ups might be frequent and involve other parties (credit check, mice removal ...) before following up with the prospect. She leaves precise coherent comments in each of her FU reports.

Results:
She achieved a faster and more reliable tracking of her prospects through the sales process. She no longer had prospects falling through the cracks. Precise results are hard to quantify but the realtor estimates "one week gain on average" and "at least 5 percent" additional deals.

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