{"_id":"577525f8d44a3e0e00329b40","parentDoc":null,"user":"56d427181c4de4130005d591","version":{"_id":"568f96bd21fcf0190071d866","__v":13,"project":"568f96bd21fcf0190071d863","createdAt":"2016-01-08T11:00:13.601Z","releaseDate":"2016-01-08T11:00:13.601Z","categories":["568f96be21fcf0190071d867","568f992d21fcf0190071d86b","56a12cb9d847b50d00a276ae","56a12cc1932d7c0d008bf12f","56a12cc99d5a3f19001db606","56a12eacaca0730d003e3513","575fd2834715f61700ae8465","57baf19c7c05760e003453f1","5820bd436256350f00fc6e28","58ac6ea24ca6173b0026a370","58ac705b40540e2500381a33","58affba53529383900a75854","58affbfe3529383900a75856"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"project":"568f96bd21fcf0190071d863","__v":10,"category":{"_id":"575fd2834715f61700ae8465","version":"568f96bd21fcf0190071d866","project":"568f96bd21fcf0190071d863","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-06-14T09:46:43.099Z","from_sync":false,"order":9,"slug":"use-cases","title":"Use Cases"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-06-30T14:00:24.077Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":2,"body":"Being successful in sales requires effective communication and a cohesive management of business processes. Implement Solid to your whole client cycle. Whether it’s a prospect call or a client meeting, get more out of sales and deliver results with Solid. \n\nWe’ve created this article to provide you detailed insight on how you can easily incorporate Solid to you and your colleagues’ work routine. Use Solid from your desktop, tablet or mobile. Download our iOS app to create meetings, take notes and share them on the go.\n\nBefore we start, let’s base our case on the fact that your company’s commercial development is based on three foundations. You have your **Product Ambassadors** who prospect potential business opportunities, make the initial contact for company discovery and to secure a sales meeting.\n\nYou also have your **Key Account Managers** (KAM), who are responsible for the follow-up of these opportunities created by your ambassadors. They are the ones who attend these meetings, pitch your product, and strive to make the sale.\n\nFinally you have your **Customer Success Managers** (CSM), whom you entrust to keep your customers happy with the overall experience and keep the churn at the lowest rate.\n\nLet’s go ahead and kickstart your commercial development. \n\n**1) Prospect opportunities.**\n\nAs a product ambassador, you prospect an exciting business opportunity for your company. You have all the contact information and you’re ready to make the cold call. \n\n*Create a meeting. *\n\nBefore the call, schedule a meeting in Solid only for yourself (and the parties concerned).\n\nWrite down all the questions you want to discover about your prospect. With this approach, you make sure that no information is omitted. Therefore, you naturally improve the chances of your KAM to make the sale in the future. During the call, take notes and fill out your pre-defined agenda easily.\n[block:image]\n{\n  \"images\": [\n    {\n      \"caption\": \"Take notes during your cold call.\",\n      \"image\": [\n        \"https://files.readme.io/PtneNVt3SKaPmHuU7beK_cold%20call%20notes.png\",\n        \"cold call notes.png\",\n        \"1093\",\n        \"845\",\n        \"#04688f\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nIf you’ve secured a meeting for your KAM, make sure that s/he has every information necessary to be more convincing and go that extra mile to close the deal. How?\n\nShare the results of your call with the rest of your team. Add them as participants to the meeting, to give them access on Solid. In turn, share meeting summaries by email, Slack, Evernote or other apps via Zapier. For example thanks to Evernote’s offline support, your team will be able to access previous meeting notes from any device even if they are not connected to the Internet.\n[block:image]\n{\n  \"images\": [\n    {\n      \"caption\": \"Export your notes to Evernote and have access to them offline.\",\n      \"image\": [\n        \"https://files.readme.io/8M6wavW7TWy0EvD3s76b_evernote%20export.png\",\n        \"evernote export.png\",\n        \"1092\",\n        \"844\",\n        \"#384e5f\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**2) Create sales deals.**\n\nThe product ambassador has successfully grabbed a business meeting for you. As KAM, thanks to your ambassador you’ve got all the essential information you need before attending this meeting. This will maximise your chances of securing the deal. Check the notes of the previous cold call to stay relevant to the opportunity at hand.\n\nNext, create an **instant meeting** on the go. However, change the title of your meeting, so it will be easier to find it in the future. \n[block:image]\n{\n  \"images\": [\n    {\n      \"caption\": \"Edit the title of your instant meeting for easier access in the future.\",\n      \"image\": [\n        \"https://files.readme.io/7gOgLCeFQCeMVJHzo2xK_Screen%20Shot%202016-07-01%20at%2017.44.03.png\",\n        \"Screen Shot 2016-07-01 at 17.44.03.png\",\n        \"1093\",\n        \"845\",\n        \"#435a68\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nHave standardized titles such as, *Sales Pitch at Acme Corporation*. This will present an easier way to search from Solid and find your meeting instantly. You can do this by clicking on the “Search” button found in your dashboard, or tapping “Ctrl (Cmd) + S” on your keyboard. \n\nTake notes, record everything that you find important throughout your business meeting. Set up any tasks for yourself (or your colleagues) and make decisions to ensure the overall follow-up. This will improve your chances of closing the deal.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"caption\": \"Client meeting notes\",\n      \"image\": [\n        \"https://files.readme.io/8nLxcYsTcqYa6i6n3vg9_client%20notes.png\",\n        \"client notes.png\",\n        \"1065\",\n        \"817\",\n        \"#04678e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"success\",\n  \"body\": \"Being in sales means being fast, reactive and mobile. With all the sales meetings happening, we know that there are days where you don’t even stop by the office. But that’s okay! If you have an iPhone, use Solid for iOS to manage your meetings from anywhere, at any time. Your phone will be synchronised simultaneously with your other devices. If not, have access to Solid from your phone thanks to our mobile version.\",\n  \"title\": \"Go mobile.\"\n}\n[/block]\nYou’re done with your meeting and you head back to the office. Now it’s time to pass on the information. There are two possibilities:\n\n**a) No further action is needed for this opportunity. **\n\nShare your meeting summary with your team, or export it to other applications to update the current situation.\n\n**b) You’ve closed the deal, or you’re certain that you’ll make the sale after the round of negotiations.**\n\nIn this case, congratulations, your prospect has just accepted the deal and became an official client. But the job never stops there does it? Now is the time to make sure that your client stays happy.\n\n**3) Pass on your knowledge to Customer Success.**\n\nShare the details of your meeting, sales deal and client information with your customer success managers to keep the commercial cycle intact, efficient and rewarding for your company. Or as it has been previously mentioned, add them as participants to your client meeting in order for them to review the content directly in Solid.\n[block:image]\n{\n  \"images\": [\n    {\n      \"caption\": \"Add other participants to your meeting to give them access to your agenda.\",\n      \"image\": [\n        \"https://files.readme.io/UG6KQ85CQFSKwQI9cNXG_add%20participants.png\",\n        \"add participants.png\",\n        \"1093\",\n        \"845\",\n        \"#284b5c\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nAnd voilà! You now have a more structured and automated commercial cycle that will boost the performance of you and your company. At first, you may think that it will be a bit of a challenge to adopt a new product like Solid to your existing workflow. However rest assured; sales professionals state that Solid is easy and very convenient to get used to. Solid will improve your work performance, and at the end you’ll have a more precise and efficient routine and gather better results.","excerpt":"Maximise your sales performance and deliver results with Solid.","slug":"solid-for-sales","type":"basic","title":"Solid for Sales"}

Solid for Sales

Maximise your sales performance and deliver results with Solid.

Being successful in sales requires effective communication and a cohesive management of business processes. Implement Solid to your whole client cycle. Whether it’s a prospect call or a client meeting, get more out of sales and deliver results with Solid. We’ve created this article to provide you detailed insight on how you can easily incorporate Solid to you and your colleagues’ work routine. Use Solid from your desktop, tablet or mobile. Download our iOS app to create meetings, take notes and share them on the go. Before we start, let’s base our case on the fact that your company’s commercial development is based on three foundations. You have your **Product Ambassadors** who prospect potential business opportunities, make the initial contact for company discovery and to secure a sales meeting. You also have your **Key Account Managers** (KAM), who are responsible for the follow-up of these opportunities created by your ambassadors. They are the ones who attend these meetings, pitch your product, and strive to make the sale. Finally you have your **Customer Success Managers** (CSM), whom you entrust to keep your customers happy with the overall experience and keep the churn at the lowest rate. Let’s go ahead and kickstart your commercial development. **1) Prospect opportunities.** As a product ambassador, you prospect an exciting business opportunity for your company. You have all the contact information and you’re ready to make the cold call. *Create a meeting. * Before the call, schedule a meeting in Solid only for yourself (and the parties concerned). Write down all the questions you want to discover about your prospect. With this approach, you make sure that no information is omitted. Therefore, you naturally improve the chances of your KAM to make the sale in the future. During the call, take notes and fill out your pre-defined agenda easily. [block:image] { "images": [ { "caption": "Take notes during your cold call.", "image": [ "https://files.readme.io/PtneNVt3SKaPmHuU7beK_cold%20call%20notes.png", "cold call notes.png", "1093", "845", "#04688f", "" ] } ] } [/block] If you’ve secured a meeting for your KAM, make sure that s/he has every information necessary to be more convincing and go that extra mile to close the deal. How? Share the results of your call with the rest of your team. Add them as participants to the meeting, to give them access on Solid. In turn, share meeting summaries by email, Slack, Evernote or other apps via Zapier. For example thanks to Evernote’s offline support, your team will be able to access previous meeting notes from any device even if they are not connected to the Internet. [block:image] { "images": [ { "caption": "Export your notes to Evernote and have access to them offline.", "image": [ "https://files.readme.io/8M6wavW7TWy0EvD3s76b_evernote%20export.png", "evernote export.png", "1092", "844", "#384e5f", "" ] } ] } [/block] **2) Create sales deals.** The product ambassador has successfully grabbed a business meeting for you. As KAM, thanks to your ambassador you’ve got all the essential information you need before attending this meeting. This will maximise your chances of securing the deal. Check the notes of the previous cold call to stay relevant to the opportunity at hand. Next, create an **instant meeting** on the go. However, change the title of your meeting, so it will be easier to find it in the future. [block:image] { "images": [ { "caption": "Edit the title of your instant meeting for easier access in the future.", "image": [ "https://files.readme.io/7gOgLCeFQCeMVJHzo2xK_Screen%20Shot%202016-07-01%20at%2017.44.03.png", "Screen Shot 2016-07-01 at 17.44.03.png", "1093", "845", "#435a68", "" ] } ] } [/block] Have standardized titles such as, *Sales Pitch at Acme Corporation*. This will present an easier way to search from Solid and find your meeting instantly. You can do this by clicking on the “Search” button found in your dashboard, or tapping “Ctrl (Cmd) + S” on your keyboard. Take notes, record everything that you find important throughout your business meeting. Set up any tasks for yourself (or your colleagues) and make decisions to ensure the overall follow-up. This will improve your chances of closing the deal. [block:image] { "images": [ { "caption": "Client meeting notes", "image": [ "https://files.readme.io/8nLxcYsTcqYa6i6n3vg9_client%20notes.png", "client notes.png", "1065", "817", "#04678e", "" ] } ] } [/block] [block:callout] { "type": "success", "body": "Being in sales means being fast, reactive and mobile. With all the sales meetings happening, we know that there are days where you don’t even stop by the office. But that’s okay! If you have an iPhone, use Solid for iOS to manage your meetings from anywhere, at any time. Your phone will be synchronised simultaneously with your other devices. If not, have access to Solid from your phone thanks to our mobile version.", "title": "Go mobile." } [/block] You’re done with your meeting and you head back to the office. Now it’s time to pass on the information. There are two possibilities: **a) No further action is needed for this opportunity. ** Share your meeting summary with your team, or export it to other applications to update the current situation. **b) You’ve closed the deal, or you’re certain that you’ll make the sale after the round of negotiations.** In this case, congratulations, your prospect has just accepted the deal and became an official client. But the job never stops there does it? Now is the time to make sure that your client stays happy. **3) Pass on your knowledge to Customer Success.** Share the details of your meeting, sales deal and client information with your customer success managers to keep the commercial cycle intact, efficient and rewarding for your company. Or as it has been previously mentioned, add them as participants to your client meeting in order for them to review the content directly in Solid. [block:image] { "images": [ { "caption": "Add other participants to your meeting to give them access to your agenda.", "image": [ "https://files.readme.io/UG6KQ85CQFSKwQI9cNXG_add%20participants.png", "add participants.png", "1093", "845", "#284b5c", "" ] } ] } [/block] And voilà! You now have a more structured and automated commercial cycle that will boost the performance of you and your company. At first, you may think that it will be a bit of a challenge to adopt a new product like Solid to your existing workflow. However rest assured; sales professionals state that Solid is easy and very convenient to get used to. Solid will improve your work performance, and at the end you’ll have a more precise and efficient routine and gather better results.