Business cards have existed, in one form or another, since the 15th century. But it wasn’t until the 17th century that they became widely used for advertising purposes.

These days, business cards are the pieces of paper we hand out to potential customers and pass around at industry conferences, only to find them at the bottom of the trash bin an hour later. Seriously, when’s the last time you actually saved a traditional business card?

While business cards contain important information, most people have developed an aversion to paper, which means it’s time for this old school contraption to get a modern upgrade.

What is a Digital Business Card?

Digital business cards (DBCs) are similar to traditional business cards, except with the convenience of digital storage and delivery.

They contain identical information: the name of the professional handing them out, the company they work for and the services said company provides, contact details, etc. But they aren’t made out of dead trees. Instead, they exist on the supercomputer in your pocket.

Here’s an example of a digital business card you can create with SPOTIO:

Once you have your own digital business cards, you’ll be able to share them with prospects, automatically update them when needed, and even boost customer satisfaction.

What Makes Digital Business Cards Great?

Digital business cards are the way of the future. Don’t believe us? Here are three benefits you’ll enjoy as soon as you ditch the paper cards and embrace the digital ones:

Digital Business Cards Are Super Convenient

You don’t have to print digital business cards, which will save you time and money. All you have to do is login to your SPOTIO account and send your card to whoever wants it.

Once it goes through, your recipients will be able to access the card on their phones (say goodbye to overstuffed wallets!) and easily call/email/text you back with the click of a button. If that’s not the very definition of convenience, we don’t know what is.

Digital Business Cards Are Always Up to Date

Remember the time you spent an entire day designing a top-notch business card?

It was two-sided, full-color—the whole nine yards. You were so jazzed to start passing them out that you didn’t double-check for typos. You just slammed the “Buy Now” button.

A week later, one thousand new business cards arrived in the mail. You opened the box, barely able to contain your excitement, and gazed in awe at the work of art in your hands. They looked so good you had to show them off. So you ran downstairs to present a copy to your spouse, who, upon seeing it for the first time, remarked, “You spelled your name wrong.”

What, that’s never happened to you? Just me, then…

Regardless, you’ll eventually need to update your business card’s details. Maybe your company changed locations. Maybe you have a new phone number or email address.

To update the information on your digital business cards, you simply login to your SPOTIO account and make the necessary changes. Easy peasy, lemon squeezy.

Your Prospects Prefer Digital Business Cards

Here’s the cold, hard truth: nobody wants your paper business card.

Studies show that 88% of business cards get thrown away in less than a week. It’s not surprising. Paper business cards are a pain to store. They’re also easy to lose, which means that even if a prospect does want your card, they might not be able to find it when it matters.

You’re much better off sending them a digital business card, which won’t take up any space on their phones and will be easy to locate when they’re ready to give you a call.

How to Create a Digital Business Card in 5 Steps

At SPOTIO, we aim to make life easier for field sales reps. To that end, each of our “Pro” and “Business” users will have access to default digital business cards inside our platform.

In other words, if you sign up for either of our “Pro” or “Business” plans, we’ll create a digital business card for you that contains your first and last name, your profile picture, the name of your company, the number listed in your SPOTIO account, and your integrated email address.

In addition to this default card, “Pro” and “Business” users will be able to create extra digital business cards that contain customized information. To do so, follow these 5 steps:

Create Your Digital Business Card

• Step 1: Log into the SPOTIO mobile app.
• Step 2: Click the “Gear” icon at the top left corner of your screen. This will take you to the “Settings” page. Then tap into the section titled “Business Cards”.
• Step 3: Click the “+” icon in the top right corner of the “Business Cards” page. Doing so will take you to the “New Card” page where you’ll be able to design a new DBC.
• Step 4: Enter your information in the appropriate fields. Your options include your first name, last name, phone number, email address, title, a headline, and an image. (Note: your business card must include a phone number or email address to be saved.)
• Step 5: Click the “Save” button at the bottom of your screen. Then make your way back to the main “Business Cards” section to see your custom DBC.

Share Your Digital Business Card

Digital business cards will only benefit your sales career if you share them.

SPOTIO gives you multiple ways to do this. For example, you can share your DBCs internally, which is ideal for setter-closer sales models.

You can also send them directly to prospects. All you have to do is click on the business card you’d like to share, then click the “Share” button at the bottom of your screen. Next, click the arrow in the “Lead” section of the “Share Business Card” page to choose the lead you’d like to send your DBC to. Then choose how you’d like to send it to them: text, email, or QR code.

Pretty simple, right?  Learn more tips by accessing the “Digital Business Cards” Knowledge Base article here.

Make More Sales With SPOTIO’s Digital Business Cards

SPOTIO’s digital business cards are easy to create, easy to send, and easy to update when necessary. They’re also preferred by a vast majority of customers. So what are you waiting for? Get started in the SPOTIO app today to create your own DBCs!

If you’re not a SPOTIO customer yet, what are you waiting for? Sign up for a free demo of SPOTIO today to see it in action and decide if it’s the right tool for your team.

At SPOTIO, we’re constantly brainstorming ways to improve field sales. It’s what led us to create our industry-leading platform in the first place. And it’s what drives us to keep improving our software so that outside sales reps have the tools they need to succeed.

That’s why we’re so excited to announce the release of “My Reports”, a new SPOTIO feature that makes reporting on field sales data much, much easier.

Keep reading to learn what “My Reports” is, who it’s for, and why it’s going to be so beneficial to field sales teams. Let’s dive in!

What is “My Reports”?

SPOTIO’s new “My Reports” feature allows users to generate custom reports inside their SPOTIO accounts, using the metrics and KPIs that matter to them most.

“My Reports” does NOT replace the Dashboard Reports you already use. Instead, “My Reports” is an additional feature that can be accessed via the Dashboard menu and used to display data in a more organized way for specific audiences and purposes.

While we truly believe “My Reports” is a gamechanger, it won’t cost you anything extra. If you’re a SPOTIO customer, you already have immediate access to “My Reports”.

Who is “My Reports” For?

Honestly, everyone in your company’s sales department can benefit from My Reports. But that doesn’t mean every person will have equal access to company data. My Reports allows you to assign different levels of access based on job description:

• Admin Level: The Admin Level gives individuals easy access to company-wide metrics. Admins can generate reports on Teams and Territories in order to see who is producing the best results and where they are having the most success.

• Manager Level: The Manager Level allows sales managers to generate custom reports for the teams they manage. With this level of access, managers will be able to evaluate team performance in real time and compare multiple reps against each other. These reports will also help managers identify why certain reps are underperforming and pinpoint training opportunities to help them achieve greater success.

• Sales Rep Level: The Sales Rep level allows individual sellers to generate personalized reports regarding their performance in the field. This will help them learn where they can improve and which activities affect their sales numbers most.

With “My Reports”, you can assign your employees access levels based on their job description and allow everyone in your sales department to benefit from customized reports without compromising the security of important organizational data.

What Are the Benefits of “My Reports”?

“My Reports” has specific advantages over other reporting tools. Some of these include simplified reporting abilities, increased productivity levels, and constant access.

Let’s explore each of these benefits in greater detail:

Simplified Reporting

Your company tracks dozens and dozens of metrics. But how many of them pertain to the sales team? And how many of those pertain to each individual seller you employ? “My Reports” allows you to generate customized reports that only include the data points that matter to you, making it much easier to digest the information the reports contain.

Increased Productivity

Time is your greatest resource, which means protecting it is essential to your success. 

Unfortunately, most reporting tools force you to reapply filters and customizations everytime you want to run a new report. It’s a highly inefficient process. “My Reports” solves this issue by allowing you to save custom reports. That way they can quickly re-run them in the future.

Constant Access

Field sales reps spend a significant portion of their day outside the office and away from their computers. Our new “My Reports” feature is built with this in mind.

Reps can access, view, and update their reports in “My Reports” at any time, on any device. Better yet, the process for doing so is similar on computers, tablets, and mobile devices, which means that real-time visibility of your company’s data is always within easy reach.

In Conclusion

“My Reports” is the revolutionary new tool that gives field sales teams the data they need, when they need it. If you’re already a SPOTIO customer, you have immediate access to “My Reports”—at no extra charge!  Access “My Reports” today through your SPOTIO web or mobile app!  Access the “My Reports” Knowledge Base article here.

If you’re not a SPOTIO customer yet, what are you waiting for? Sign up for a free demo of SPOTIO today to see it in action and decide if it’s the right tool for your team.

The SPOTIO calendar gives sales teams a common scheduling tool to manage calls, texts, appointments and many other sales activities. With real-time visibility into all sales reps calendars, Sales Managers can see who is fully scheduled and who has availability.  

For Sales Reps, they see the same data in the mobile app which makes it easy to schedule meetings for other members on your team when needed.  This works especially well when Canvassers want to schedule appointments for other Consultants or Closers. 

What’s New

In addition to the previous capabilities of our calendar feature, we’ve added even more functionality:

Double Booking 

We know that some sales teams want to restrict their Reps from creating more than one booking for a given time slot; others want to give their Reps the freedom to overbook.  

With the new Double Booking selection, companies can decide whether they want to restrict or allow this capability for their company. 

Recurring Meetings 

In the web calendar and mobile calendar appointments can be scheduled to recur into the future (i.e., every day, every week, every month, every year).

Additionally, users are able choose a custom recurrence for a number of weeks or a specific day of the week with the option to end on a certain date or keep going indefinitely. 

The SPOTIO Calendar combines all of the top functionalities of any other best of breed calendar tools. This combined with SPOTIO’s ability to integrate with all major calendars gives your sales team a powerful productivity tool at their fingertips.

Dallas, Texas – January 26, 2021 – Today SPOTIO, the leading field sales sales engagement platform, announced the launch of its new Autoplays functionality, designed to help sales reps automatically outline and plan their day.

In addition to tracking all of the activity, field sales reps can now sequence their touch points across prospects and customers ensuring every account is prioritized and nothing falls through the cracks. As a result, field sales teams can expect to see increased sales productivity and improved customer engagement.

“The release of Autoplays completes our field sales engagement vision,” said Founder and CEO, Trey Gibson. “Sales teams that use SPOTIO will have a competitive advantage in the market.

Not only will they have visibility and insights into sales activities like never before, field reps no longer have to deal with unnecessary administrative burden and clearly see where they should be spending their time.”

Sales engagement software has exploded in recent years mainly due to its ability to help sales reps book more meetings and be more productive. However, the software providers in the sales engagement space have designed their platforms to be tailored to the inside sales workflow.

SPOTIO is the only sales engagement platform specifically designed for the unique workflows of field sales reps, making it the ideal solution for growth-minded field sales teams.

“In a post-COVID world, field sales teams are shifting to new ways of bringing their products and services to market. The companies that embrace the new way of operating and helping their reps be successful will ultimately win.

We are thrilled to become the field sales reps’ complete system of action so reps can spend more time selling,” said Gibson.

SPOTIO will be offering their new Autoplays feature for demonstration and purchase immediately. To learn more about the latest launch, visit our Autoplays page.

About SPOTIO

SPOTIO is a sales engagement platform for field sales teams. Backed by Ballast Point Ventures, SPOTIO has accomplished rapid growth as a consecutive Inc. 5000 (2019, 2020) SaaS company with a mission to transform field sales teams to achieve more. Thousands of customers rely on SPOTIO to accelerate growth with their sales teams.

SPOTIO is a privately held company based in Dallas, Texas.

Feature

The Lasso Tool simplifies route creation by giving you the ability to manually draw custom routes around desired stops.

Benefit

Simplified routing. Select key leads and create a customized route, tailoring your route to exact specifications. The result? Optimize your path to meetings and streamline your day.

Daily Weekly Reports

Feature

Sales Admins and Managers can opt-in to receive daily and weekly reports via email, from SPOTIO; sharing key performance data about sales teams.

• Choose to receive reports daily, weekly, or none at all
• Receive formatted reports of Dashboard views straight to your email
• If you change your mind, simply unsubscribe from reports

Benefit

Stay on top of each reps performance with automated reports from SPOTIO. Having a digest of each reps performance dashboard automatically sent to your inbox not only simplifies the management process, but it ensures you’re on top of individual and team performance. Quickly identify any issues and address them in real-time.

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SPOTIO is the #1 field sales acceleration and performance management software that will increase revenue, maximize profitability, and boost sales productivity.

Want to see a product demonstration? Click here to see how SPOTIO can take your sales game to the next level.

Language and Regional Dialect Flexibility

We want to make your work life easier and adapt to your needs. With that, we’re excited about the release of our language and regional dialect customization functionality. No matter your language or dialect, SPOTIO will translate to suit your language preference.

Web Access

Before this release, sales reps were only able to access their instance of SPOTIO from a mobile device. But now, both reps and managers can access and use SPOTIO from either their mobile device or computer. This extra option for reps makes SPOTIO more accessible and easier to use.

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Questions or comments? Contact SPOTIO at info@spotio.com or comment below.

SPOTIO is the #1 field sales acceleration and performance management software that will increase revenue, maximize profitability, and boost sales productivity.

Want to see a product demonstration? Click here to see how SPOTIO can take your sales game to the next level.

Visit Results

Choosing Custom Visit Results

Benefit

Admins can choose from a list visit results and gain real-time insight into the field activities of their reps and the outcomes of those visits.

Web Report for Visit Results

Benefit

Admin users are able to pull reports and see key statistics as they relate to rep visit outcomes.

Visit Results Shown in Lead History

Benefit

Looking at the history of any created lead, you can now view the visit results/outcomes.

Colorization by Visit Results

Benefit

Field reps can see the colorization indicators of each lead in order to get a sense of how that leads has progressed. Both reps and admins can see colorization dots for the entire history of the lead.

Sorting

Show All Custom Fields

Benefit

User can now see all fields from the “log visit“ screen. By default, only required fields are visible. However, you have the ability to see and fill out all fields on the “move to next stage” screen.

Sort and Filter Leads by Last Outcome

Benefit

Field reps may sort by outcome so that they can isolate the leads in their territory by status. To do this, select a filter by outcome in order to focus on leads by current outcome/status.

Leads

Search/Add Manual Address

Benefit

Sales reps can quickly add a lead whether they’re currently in the vicinity of that lead location or not. This allows users to easily add a new lead to their pipeline whenever is most convenient for them.

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Questions or comments? Contact SPOTIO at info@spotio.com or comment below.

SPOTIO is the #1 field sales acceleration and performance management software that will increase revenue, maximize profitability, and boost sales productivity.

Want to see a product demonstration? Click here to see how SPOTIO can take your sales game to the next level.