Mandatory Business Qualification is an exclusive feature of the Agendor Performance Plan , which ensures that no business advances in the sales funnel without essential information being collected and recorded.
With this functionality, your team will have greater control over the sales process, avoiding errors and ensuring greater precision in negotiations.
Let’s take a closer look at the advantages of this resource?
1. Complete information from the beginning of the process
By making it mandatory to fill in CRM fields, such as email, WhatsApp and other contact information, Mandatory Business Qualification ensures that your sales team has enough data to start the travel agency email list conversation with the customer assertively .
This reduces the time wasted on incomplete registrations and increases efficiency in the following steps.
Mandatory Agent Business Qualification
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2. Accurate qualification with automatic data
One of the biggest challenges of manual qualification is the possibility of errors when filling in data.
With Agendor, when requiring the customer's CNPJ in the qualification stage, the platform automatically connects to the Federal Revenue database to fill in data such as company name, address and other important information.
This eliminates the chances of manual errors, which speeds up the qualification process.
Mandatory Agent Business Qualification
Find out more: How does automatic data filling in Agendor from the CNPJ work?
3. Personalized and more accurate proposals
By recording the customer's needs throughout the negotiation, the sales team can prepare personalized proposals that meet the lead's exact demands.
This increases the chances of closing deals, as the offer presented will be aligned with what the customer is really looking for.
Mandatory Agent Business Qualification
Learn more: 5 tips for creating and customizing business proposals with Agendor
4. Detailed and accurate reporting
Mandatory Business Qualification is not limited to the initial stages of negotiation. It also requires that, at the end of each deal, information such as the sale value and the reason for the loss (if the sale does not go through) be recorded.