COMPUTER-IMPLEMENTED SYSTEM AND METHOD FOR MAKING VIRTUAL SALES VISITS

摘要

A computer-implemented method for managing virtual sales visits is provided. In exemplary embodiments, the method may comprise, at a computing device having one or more processors and memory storing one or more programs for execution by the one or more processors, scheduling a video sales call with a remote user; receiving a confirmation of the video sales call from the remote user; sending materials to the remote user; tracking and confirming that materials have been received by the remote user; executing the video sales call with the remote user; terminating the video sales call and generating a reminder to follow-up with the remote user after a predetermined time; transmitting a follow up message to the remote user; tracking and confirming that the materials have been received from the remote user within a predetermined time after the call; recording and storing a record of expenses associated with the video sales call; and receiving an indication that the video sales call is complete.

主权项

1. A method for managing virtual sales visits, the method comprising:
at a computer having one or more processors and memory storing one or more programs for execution by the one or more processors: scheduling a video sales call with a remote user; receiving a confirmation of the video sales call from the remote user; sending materials to the remote user; tracking and confirming that materials have been received by the remote user; executing the video sales call with the remote user; terminating the video sales call and generating a reminder to follow-up with the remote user after a predetermined time; transmitting a follow up message to the remote user; tracking and confirming that the materials have been received from the remote user within a predetermined time after the call; recording and storing a record of expenses associated with the video sales call; and receiving an indication that the video sales call is complete.