Reps in the field
One custom keychain per rep, each with their own page. Presentation: vCard, catalog, testimonials and form.
- Custom keychain
- Presentation page
- Sections
- Product or service catalogTestimonialsvCard contact cardContact captureSmart formOutcome
- What it asks
- What do you need to solve? (conditional)
- What volume do you handle? (scores)
- By when? (scores)
- What they get
- The spec sheet or the proposal as a PDF.
- What happens next
- The whole team uses the same questions and the same scoring; the CRM receives every lead with the rep who captured it.