B2B and distribution
Call tracking for B2B and distribution sales
Dealers, distributors and repeat buyers are won and kept on the phone, usually by a rep who's on the road. Call Manager keeps the account history in Perfex, not in the rep's pocket.
How B2B teams use it
Accounts going quiet
Leads and customers listed by how long since anyone called them. Catch the dealer who stopped reordering before the quarter ends.
Payments credited to calls
Outcomes and ROI credits invoices paid, estimates accepted and conversions to the call before them. Add an hourly cost for cost per conversion.
Follow-ups filed from the road
Straight after a call, the rep creates a real Perfex task from the phone, with the subject and due date already worked out by the CRM.
No missed call left behind
Missed and not returned is a to-do list of missed calls with no call back since. Known customers' missed calls also raise a Perfex notification.
Made for patchy signal
Calls and one-tap outcomes are kept on the phone and sent when it's back online. Recordings wait for Wi-Fi by default, so reps' data plans aren't burned in the field.
- The caller card shows the account, the last note and any callback due.
- The Rep leaderboard shows calls, talk time and answer rate side by side.
- A customer's Calls tab includes calls with all its contacts.
Put every sales call in Perfex CRM this week.
One-time price from $49. Unlimited reps and phones. 14-day money-back guarantee.