The Prospect Profile gives you all the details you need about a prospect to qualify them and to sharpen your sales approach.
What equipment do they have?
The Equipment tab reveals the prospect’s brand preferences and the types of equipment they’ve financed.
When is their next purchasing cycle?
The Transactions tab shows purchasing patterns so you can know when they’re likely to buy again.
Who should I contact?
Contact information is there for you in the Overview tab. You can save Notes about your interactions too!
Where are they located?
The Map tab gives you directions. Use Route Planner to plan efficient visits to multiple prospects.