Supporting a sales agent with a sheet/report of customer profile (like 'Preview)
A company (using SO) relies partly on agents in regards to sales. In support of this, they want, in short to:
Create an excel sheet/report/overview, that can be emailed to the agent with a ‘profile’ that include all contacts for the company, all PROJECTS that is associated with the company, and all sales that are associated with that company. Think a variation over the ‘preview’ idea on the company card (in this particular case, activities are not relevant, but, contacts are).
“selections’ does not quite provide such an overview. Something for a CS template perhaps ? (i.e some variation over the thinking/design that sits under the ‘Preview’.
Ideas/suggestions/examples would be appreciated.
RE: Supporting a sales agent with a sheet/report of customer profile (like 'Preview)
Hi Eirik, i recently made an alternative "print" feature for a customer, that missed being able to print an appointment with userdefined fields for their service representatives. I made it so that it appears on each of their appointments when they are opening it, and automatically prints the moment the page is loaded.
I also previously made integrations to a third party api like https://www.convertapi.com/ in order to reliably convert from html to pdf, for then being able to email that pdf to a specified receipient afterwards. Maybe a combination of those two ideas could do the trick?
If it does not have to be a pdf, but an email, maybe a simple CS template with custom variables send out by a crm script could do the trick.
Let me know if it's something you would like to have demonstrated, it's a bit hard to explain in further details without making the whole solution. But i think it would be fairly simple to make :)