The Sales Support Agent rides along with your outside reps and sits beside your inside sales, counter and managers. Ask about any account, check inventory and pricing, update the CRM, place orders and schedule follow-ups, all by talking. No more “I’ll update the CRM when I get back to the office.”
Your reps ask what changed before they walk in. Afterward they keep moving while Workd logs the visit, places the order and books the follow-up before the next meeting.
Field reps spend much of the day on the road, and inside staff juggle customers and screens. Nobody wants to type into the CRM. With the Sales Support Agent they work by talking, and everything lands in the system the moment they say it.
“Log that I met with Mike, discussed Q3 pricing, and he’s concerned about delivery times.” Done, in your CRM.
“Who’s near my 2:00 stop?” Get the accounts close by, with the ones due for a visit first.
“Remind me to call Mike on Friday.” Your follow-up is set.
“Send a quote to Mike with 200 boxes at our current pricing.” Quote built and sent.
Each one starts with something someone on your team says and ends with the work already done in the system.
“Add 40 boxes of SKU 51907 to Mike’s quote and check the margin.”
Quote updated and the margin read back before the next stop.
“What did Henderson pay last time?”
The rep hears the last price from your ERP, with no callback to the office.
“What’s backordered for Henderson, and when is it due in?”
Inside sales gets the ship date and the one late line from your system while the customer is still on the phone.
“Log the visit and flag the delivery complaint.”
A structured note lands on the account and a case is opened for the delivery issue, so nothing falls through the cracks.
Bring one rep and one territory. Watch the briefings, notes, orders and follow-ups land while they talk.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.