A Good Sales Person is Rare.

And they’re worth their weight in gold. But too many companies have their best people chasing after cold lists of non-prospects… a criminal waste of resources.

But who can blame them? How do you decide who to call next?

CRM systems are great, but they don’t give you the information you need to focus your time on your best prospects or the ability to grow relationships that matter.

To manage your time effectively you need to be able to focus on your best, most qualified, most engaged prospects. But most of the time we’re just dialing a list of names, trying not to let people go cold.

There is a better way.

OfficeAutopilot gives you new tools to help identify where your best opportunities are so you get the most out of each day.

First, you’ll see prospect behavior like…

• Who’s spending the most time on your website?
• Which pages are they looking at?
• What resources are they downloading?
• Who’s visiting RIGHT NOW?

You can set up alerts to be notified (by email, text message, or in your Outlook™ to do list) when prospects meet a certain criteria, in real time.

For example, wouldn’t you like to know when a key prospect logs into their demo account, views their proposal, or visits your website?

How about getting a text message whenever a new lead is assigned to you… but only if they’re requesting a quick call back or are planning to buy immediately?

This is just the beginning.

With OfficeAutopilot, you’ll never let a lead slip through the cracks again.

CRM systems are important to managers so they can build reports that track activity or forecast the pipeline.

But as far as the sales person is concerned, CRM is just a dead database. That is, CRM doesn’t DO anything to help. In fact, most sales people will admit that they’d prefer to use Outlook over whatever CRM tool they’re forced to use.

And who can blame them? CRM systems take care and feeding by sales reps. Just to log a phone call takes a whole slew of clicks.

1. Click ‘log call’
2. Write a description and outcome.
3. Save.
4. Don’t forget to set up next steps!
5. Click ‘Create Task’
6. Set the date.
7. If it’s an appointment, set the time.
8. Save.
9. If you left a message, you probably (or should have) said you’d follow up with an e-mail.
10. So, click ‘Send Email’
11. Type out the email, or – if you’re fancy - select one from a pre-written list. Edit it. Send.
12. You get the idea.

But the CRM doesn’t DO anything to help you out in return! OfficeAutopilot changes all that by using data to get stuff DONE.

(To see how you’d log the phone call above with OfficeAutopilot, check out the ‘Day in the Life of a Sales Person’ here.)

• Get new, useful insight in real-time, helping you separate your best prospects from the rest.
• Automate repetitive stuff like sending e-mail and setting follow-up tasks.
• See your next best call at all times.
• Launch multi-media, multi-step warming sequences with the click of a button (or automatically).
• Find out who’s responding, in REAL-TIME.
• Automatically update contact fields when events occur, like when a proposal is downloaded.
• If you can dream up a great lead management or nurture system, we can probably build and automate it in OfficeAutopilot.

OfficeAutopilot shows you who’s interacting, and backs you up by handling repetitive tasks. When you get more done each day, provide a better experience for your prospects, and focus on the best… you’ll get more from your pipeline. Guaranteed.

To learn more about what’s possible, we have a couple free reports that you may find interesting.