Relationships with your customers

Sufficient time

“Where focus goes, energy flows.”Tony Robbins

Sufficient time needs to be spent at the customer to ensure a good relationship is supported at the customer. RapidTrade attempts to do this in a way that is easy to report, but also not a burden on your sales force to remember to perform check in or check out’s.

Average hours

Average hours at the customer gives an indication if sufficient time is being spent with your customer base.

Get an overall picture as we summarise:

  • Nationally for the month
  • For the week
  • For the Province / State (Area)

Feet on street

Ensuring sufficient time is being spent at your customers, we give you a snapshot overview of your sales force, right now. Bring this up on a TV monitor or dashboard via CaboodleTV in the office for visibility.

Your dashboard for your sales force and to see how they are progressing today. We keep bureaucracy out of the process for your sales force and we achieve a good overview with the following suggested rules:

  • Green: has activity in the last 2 hours
  • Yellow: No activity in the last 3 hours
  • Red: No activity today or no activity in the last 4 hours

Busy times

This report gives you an indication of the hours that are most productive in terms of on-site activities performed by your sales force. This report is similar to Google’s popular times in restaurants.

Compliance reports

“We are what we repeatedly do. Excellence then, is not an act, but a habit.” – Aristotle

To ensure good relationships are achieved, compliance does need to be measured. This is vital to ensure

  • All customers are visited
  • Achievable targets are met

This is achieved via the call cycle feature in RapidTrade.

Call cycles are currently being put in place and will be uploaded to RapidTrade.

Your sales force will then have access to the ‘Today’ screen where they will be able to see who should be called today.

Compliance can be measured:

  • Nationally
  • By region
  • By manager


“You don’t know what you don’t know”Socrates (philosopher)

Visibility is key.RapidTargets ensures the sales force and managers have access to the following:

  • Buying Customers
  • Potentially lost customers
  • Already lost customers
  • By knowing your lost customer base you are able to repair the relationship with the customers, giving great service, winning them back and increasing the sales orders.

Solving problems

“It is wise to direct your anger towards problems—not people, to focus your energies on answers—not excuses.”William Arthur Ward

Give your sales force the answer to their problems by reaching out to lost customers using RapidTargets.

RapidTargets helps to ensure:

  • A task is generated for your rep
  • On a specific day and time

This will give them the opportunity to win their customer back and confidence in knowing you care.

Keep your sales force informed as you can send information to them, which they then acknowledge by closing the task.

Tasks can be generated by your sales force, or managers directly from:

  • The customer history screen in RapidTrade
  • Manager reports in RapidTrade
  • Caboodle reports






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