Real-time data is essential to drive sales. That’s why we’ve built a sales tool that makes it ultra-quick and easy for reps to check revenue and customer data on the road, any time of day or night. Our approach to instant data has three essential ingredients: customer dashboards, powerful search, and customer notes.

1. Customer dashboards

Customer dashboards are a cornerstone of our instant data strategy. When reps are about to visit a customer, they can open that customer’s dashboard with just a click. Within seconds, they can see key metrics and, if needed, dive deeper into sales in specific product categories. This capability allows reps to answer important questions such as:

• How are they performing against their sales target?
• What’s their gross profit (GP) so far?
• What did they buy last?
• What was their last invoice?
• What products aren’t they buying?

Reps can also review notes from their last meeting to ensure they’re up-to-date. The customer dashboard view allows reps to share data with customers, demonstrating professionalism and preparedness.

2. Powerful search

Powerful search is a key part of instant data. Reps using Numerik can hop on the app throughout their day to search for customer contact details, last month’s sales data, or an invoice for their next sales call. Accurate search functionality provides instant access to any data they need, making their job easier and more efficient.

3. Customer notes

Incomplete, outdated, or inaccurate customer notes are a major pain point for many sales teams. It’s one of the top problems sales teams mention when they move to Numerik. This issue often arises because many CRMs make it clunky and awkward to take notes.

Numerik’s notes function is designed to make customer notes quick and easy. Reps can come out of a call, photograph their notes, post them to the sales feed with a voice note, and assign a task in minutes. The social-style sales feed encourages this behavior by rewarding reps with support from the rest of the team, who jump in to cheer each other on.

Conclusion

Instant data is essential to drive sales, and Numerik delivers it in three powerful ways: customer dashboards, powerful search, and easy-to-use customer notes. By providing real-time access to critical information, Numerik helps sales reps stay informed, prepared, and motivated, ultimately driving better sales performance.

FAQs

Why is real-time data important for sales reps?

Real-time data allows sales reps to access up-to-date information quickly, making informed decisions and staying on top of their sales targets.

How do customer dashboards benefit sales reps?

Customer dashboards provide key metrics and detailed insights into a customer's purchasing history, helping reps prepare for meetings and demonstrate professionalism.

What makes Numerik's search feature powerful?

Numerik's search feature provides accurate, instant access to any needed data, such as customer contact details, sales data, and invoices, enhancing efficiency.

How does Numerik improve customer note-taking?

Numerik's notes function is quick and easy, allowing reps to photograph, post, and assign tasks related to customer notes in minutes, ensuring accurate and up-to-date records.

How does the social-style sales feed support sales reps?

The social-style sales feed encourages reps to share updates and notes, providing support and positive reinforcement from the rest of the team, fostering a collaborative environment.