CustomersBiosecurity sales
Atmosphere Global uses PropelMapper as its CRM.
“I'll do a recording about a customer, and it just takes everything out, super fast. It's incredible, honestly.”
Rebecca J.Atmosphere Global Atmosphere Global sells its own cleaning and biosecurity products to swine and livestock operations. Most of its selling happens at trade shows. The team records each booth conversation in PropelMapper and runs its customer relationships there: contacts, relationship notes and the account history behind each follow-up.
Rebecca J. describes recording notes about a customer. Rachel C. uses the account overview to see the broader history, rather than checking contacts one by one.
“It just helps my dad be able to see everything in a very broad overview on an account. We couldn't do that. It was contact by contact, which was really frustrating. This is much, much better.”
Rachel C.Atmosphere Global These checks help readers of Atmosphere Global’s account prepare a record for their own visits.
For your own customer visit or trade-show conversation, begin with the person’s name, organization and date. Explain the subject of the conversation and what information they asked for. If the discussion concerns a particular farm or animal group, name it in the note so a colleague does not have to guess from the contact record.
The note makes clear which statements came from the customer. A question about a cleaning product, a request for a product sheet and an agreement to speak again are different entries. Your wording identifies which one occurred. If you make the note after leaving the conversation, the person and subject help identify the right meeting among several similar discussions from the same event.
Before following up, read the earlier notes for the account and find the question you promised to answer. The next person making contact needs to know what was requested, who agreed to provide it and whether it has arrived. A task can hold the responsible person and date; the visit record explains the conversation behind it.
PropelMapper keeps contacts, relationship notes, visits and reports together. When a booth note says you will follow up, the follow-up becomes a task. The rep moves the card on the sales board by hand. An unanswered question stays outstanding until you have the information needed to address it.
“Talked with the owner of a three-site hog operation at the booth today. He wants the product sheet before the next barn wash. I’ll follow up next week.”
Spoke with the owner of a three-site hog operation at the booth. He asked for the product sheet before the next barn wash.
Task: send the product sheet and follow up next week.
Spoke with the owner of a three-site hog operation at the booth. He asked for the product sheet before the next barn wash.
Task: send the product sheet and follow up next week.
After your review
Example account: Prairie Agronomy
A client’s contact page brings their earlier visits and notes together when you are preparing to call.