Prospecting and selling is more than just a point-in-time transaction - it's a relationship. Pepper's account notes and analytics give reps a 360 degree view of the account history and how they've interacted with your business over time.
Note: Account Notes and analytics are available to users on any of our Lite, Pro, and Enterprise plans for DSR Connect.
Notes and Data
Knowing what your accounts have been ordering is a crucial part of understanding your customer's journey. The Account Overview tab contains historical purchase data as well as the notes that reps have left on the account. Key points include:
Historical Purchase Data - Last 7, 30, and 60 days of purchase amount with sales comparisons over the previous time period. These values include everything invoiced through Pepper - whether the purchase was made inside of the app or somewhere else
Notes and Account Activity - Any rep can leave notes on an account, and notes stay on an account as a sort of 'source of truth' that stays with the account regardless of who owns it. Reps can create notes directly from the note icon on the bottom of the page
Associated Employees - Tapping the employee icon at the bottom of the page shows all active accounts associated with the account