What people say

If you’d ask a colleague, you can ask Workd.

Here’s a normal day, in the words your team would really use.

Before you leaveOn the roadWith the customerAfter the visitAt the desk or the counterRunning the team

Before you leave

Outside reps
“Plan my week around who’s due for a visit.”
Your week is planned and on the map.
✓11 stops over 3 days
“Catch me up before my 2:00.”
One late order and an open quote.
✓Your 2:00 is Henderson Mechanical
“Which of my quotes are more than two weeks old?”
Three. Henderson is the largest.
✓Open quotes, oldest first
“Who haven’t I seen in 60 days?”
Four accounts. Lakeview is the closest.
✓Sorted by distance

On the road

Outside reps
“Who’s near my 2:00 stop?”
Three accounts close by. One is due for a visit.
✓Lakeview Electric, 6 minutes away
“My 10:00 canceled. Who else can I see?”
Lakeview is six minutes away and due for a visit.
✓Stop added, route updated
“Move Henderson to Thursday.”
Done. Henderson is on Thursday.
✓Week updated
“What should I know about Henderson before I go in?”
Two things. An order is running late, and you owe Mike a quote.
✓PO 4471 and quote Q-80377

With the customer

Outside reps and inside sales
“What did Henderson pay last time?”
$12.40 a box on their last order.
✓From your ERP
“Do we have enough SKU 48213 to cover Mike’s quote?”
Yes. 240 boxes at the main branch.
✓Stock checked across branches
“Send a quote to Mike with 200 boxes at our current pricing.”
Okay, I built the quote and sent it.
✓Quote Q-80412 sent
“Add 40 boxes of SKU 51907 to Mike’s quote and check the margin.”
Added. Your margin is 27.4%.
✓Quote updated

After the visit

Outside reps
“Just left Henderson. Mike wants a quote by Thursday.”
Got it. I logged the visit and set your follow-up.
✓Visit logged, task due Thursday
“Remind me to call Mike on Friday.”
Okay, your follow-up is set.
✓Task due Friday
“Their new buyer is Pat Lee.”
Got it. I added Pat to Henderson.
✓Contact added
“Log my last three stops. Nothing new at any of them.”
Done. All three are logged.
✓3 visits logged

At the desk or the counter

Inside sales and the counter
“What’s backordered for Henderson, and when is it due in?”
Two lines. Both are due Tuesday.
✓From your ERP
“Which branch can cover the rest of that order?”
The north branch has 60 boxes.
✓Stock by branch
“Move Henderson’s order to the Thursday truck.”
Done. It’s on Thursday’s truck.
✓Delivery updated
“What’s past due on Lakeview?”
One invoice, 45 days out.
✓From your ERP

Running the team

Sales managers
“What did the team get done this week?”
38 visits logged and nine quotes sent.
✓By rep
“Which accounts haven’t been visited this quarter?”
Eleven. Six are in Dana’s territory.
✓Coverage by territory
“What’s closing in the next 30 days?”
Five quotes. Henderson is the largest.
✓Open pipeline
“What did we lose this month, and why?”
Four quotes. Price came up on three.
✓Reasons from your reps
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