Plan, track and advance sales activities together.
Once AI has submitted a suggestion, you shoudl create an action. This will usually appear in your CRM or ERP system. Use the sales actions and activities to manage your next steps in customer contact. You can see what has already been done, what is still pending, and whether your team is working on the right topics. Qymatix not only shows you past actions, but also provides early warning signals when action is required. These are calculated automatically from your ERP data.
Each activity is assigned to an individual and labelled as ‘open’ or ‘completed’ depending on whether it has been carried out. In your CRM, you can switch between different views depending on your current needs. For example, you can display open tasks, view recently completed tasks, or plan specific tasks in calendar view.
Qymatix Predictive Sales Software is AI software that complements your existing CRM system. You can import actions from your CRM and use them in Qymatix to gain a better overview and prioritise your tasks based on data.
Qymatix Expert Tip: If it is not planned, it will probably never happen.
For example, you can use our API to transfer your planned activities to a calendar view. You can create new entries, edit existing tasks and delete irrelevant activities. Planning should be very intuitive. Simply click on the desired day, enter the task and it will be immediately available to your team.
The type of sales activity is important for subsequent analyses. It therefore makes sense to work with clear labelling. We recommend differentiating between sales calls, visits, offers and emails. A sales call can be conducted over the telephone or via video conference. A visit involves a face-to-face meeting with at least two people on each side. A sales offer contains concrete conditions, such as prices or delivery times. An email is a formal message that does not constitute an offer.
It is important that you choose a consistent categorisation system. For example, if you categorise a written offer as a ‘sales offer’, you should not use this term for informal price discussions. This will ensure clean data and better AI analysis.
Systematically managing your sales AI-based activities also helps you coordinate your team’s work more effectively. You can see which customers have recently been serviced and if there are any outstanding issues. This makes it easier to prepare for meetings and improves transparency in collaboration between the back office and field sales.
With Qymatix, you can organise your sales work, save time on coordination, and make sure that no customer is overlooked. In times of limited resources in particular, it is advantageous if everyone in the team knows who is doing what — and why.
This description is based on the Qymatix SaaS version 0.9.0; content in newer versions may differ slightly. If you have any questions about optimising sales activity within your team, please do not hesitate to contact us.