Tomorrow’s visits come back as a page per account: what you sold them, what was said last time, what is new, and one opening question.
Deals get created properly. Organizations get a name, a city and nothing else, because the person creating them was standing in a car park with one hand free.
A companion fills the rest in from each company’s own site, with a one-line note recording where every value came from. Then it briefs you on tomorrow’s route before you drive it.
You connect Agendor once and see exactly what it can reach before you allow it. Agendor’s interface and much of its documentation are in Portuguese, as of this writing, and a companion reads the record and the customer’s site in whatever language each is actually in.
01
Filling in what a car-park record left out
Take the organizations created in the last month with three fields populated.
A companion opens each company’s site, works out what they sell and to whom, finds the head office and the size, then proposes the field updates.
Every value arrives with a one-line note saying which page produced it. A field a rep can trace back is a field they will use.
02
How do you prepare a day of visits without an hour of prep?
The night before, a companion reads the deals scheduled for tomorrow, pulls the last three notes on each account, and checks what changed since the last visit. New branch, new tender published, a competitor’s van in their photos.
Field teams update stages in batches, usually on a Friday, usually optimistically.
A companion compares each stage against the evidence: last note, last task completed, last contact, and anything public about the account.
Deals with nothing behind the stage come back listed with the reason. You still make the call, and you make it from a list. Scheduled, it sits with your other operations routines.
Yes. Connect the account once and a companion works organizations, people, deals, funnel stages, tasks and notes. You see exactly what it can reach before you allow it.
That is the standard first pass. A companion finds the records with thin data, opens each company’s own site, and proposes the field updates with a note recording where each value came from.
It builds a briefing per account: the last notes, what you sold before, anything that changed publicly since the previous visit, and one suggested opening question. Scheduled the night before, it is waiting when you open the laptop.
It compares each deal’s stage against its activity history and public signals about the account, then lists the deals where nothing supports the stage. The judgement stays yours; the list is the part that was expensive.
Sim. Liga a sua conta Agendor uma vez e vê exatamente o que a ligação alcança antes de a autorizar. As alterações em registos esperam sempre a sua confirmação. Baixe o Strawberry para Mac ou Windows.
Agendor CRM Strawberry