Blogs Sales

I was recently looking adding the capability to enter post-meeting notes via speech to meet the sales rep requirement of wanting to simplify the entering of meeting notes. Using the native microphone dictation services proved effective in achieving these goals; however, the number of clicks to achieve this goal was found numerous that lessened the convenience potential and thus usage and adoption. A future option will look at simplifying the ability to access the last Appointment for additional sales rep convenience and adoption gains.

I recently wrote a Flow for a SMB that I was surprised was not otherwise widely available. The Flow checks for new Leads created through the corporate web site at 3 specific times every weekday and sends an email notification with the list of new Leads to the Sales Manager should one or more Leads are found.