Simplify Lead Management and Conversion
Learn four ways Anvil helped Wright Implement use visibility and accountability to convert its marketing requests into sales leads.
The Most Productive Cup of Coffee You’ll Ever Drink (Every Day!)
Morning coffee is a sacred ritual — it wakes up your mind, signaling the start of a new day. Jason Nichol has turned that ritual cup of coffee into the most productive time in his workday.
As the Interior Region Sales Manager for PrairieCoast Equipment in Western Canada, Nichol used to spend most of his time digging through quotes and sitting through meetings, just to stay informed on what his sales team was working on and how their deals were progressing.
Three years ago, that all changed. PrairieCoast partnered with Anvil App Works, giving the dealership an integrated platform that everyone in the dealership could use — across all departments. Using the power of Salesforce, Anvil brings the dealership’s data together into one place.
How does this affect Nichol’s morning coffee?
By capturing data points from across the dealership, more information is readily available, and easier to analyze. Anvil CRM Analytics is a powerful tool that formats vital information into quick-to-interpret reports and analysis that concisely tells Nichol the story he was spending hours each day putting together. The power of automation delivers each day’s reports to him, reliably … with his morning coffee, wherever he drinks it.
Jason Nichol’s Morning Coffee Reports
- Dealer Stock Units Invoiced Today
- 7-Day Pipeline Movement
- Interior Weekly Task Report
- New Accounts with Engaged Acres
- Follow-up Survey Contact
Why Nichol Reviews These 5 Reports
“This handful of reports helps me know where things are at and be able to ask questions to help sales reps move deals along,” says Nichol. “It’s helped me with flow, so it helps me prepare to ask the right questions to help them.”
Dealer Stock Units Invoiced Today
This shows me the numbers that have been invoiced through. It shows the salesperson, the location, and our numbers. It also gives a total at the bottom for what the company did in sales for the day, rather than seeing how we are mapping out at the month’s end.
7-day Pipeline Movement
This report shows me a summary of everything that has moved forward in the sales pipeline, instead of clicking through every salesman’s individual pipeline. I can see if deals are moving through the pipeline in the direction we want. If a deal was lost, I can have a conversation and find out whether we could not get a unit quickly enough or if the customer was upgraded to another model.
Interior Weekly Task Report
When I pull this up, it shows me all my sales reps’ logged calls. How many have they made? How many tasks were set, and emails were sent? It puts it all on one page for me monitor if sales reps are keeping up and completing the tasks that they set for themselves.
Follow-up Survey Contact Report
Every month we send out surveys to our customers. I used to send out the lists manually to the reps, but now Anvil assigns them right through Salesforce. The rep receives a task asking them to contact the customer regarding the survey. Because Anvil tracks these tasks, we know they were completed, and we can see the responses.
New Accounts with Engaged Acres
Moving forward with technology products, we are trying to help customers engage acres through the John Deere Operations Center. It’s nice to identify the accounts and then make them visible, so we need to act on that opportunity to help them monitor their equipment or optimize the costs of fertilizers or spraying.
Transforming His Role for the Better
“Meetings have changed,” he says. “I used to hold meetings just to have reps report on what they have going. Now, I already know because I can see that in Anvil. Our meetings now are about sharing information: equipment on order, bulletin updates, or working on strategic financing options.”
He even has time to visit more customers with his sales team. “I can be freer to access the information as I need it and do the things that improve our sales,” he says. “I can focus on things down the road rather than waiting for things to happen and then reacting.”
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