While market call labels, like many features in Showroom Exchange, can be customized to adjust to the unique workflow of your showroom, below is one suggested use of market call labels- use it to keep track of your customers’ replies to your market (trade show) calls. Identify and follow-up with those customers that confirmed an appointment, but were unable to show.
First, make the labels you’ll need. Click here to see how to create market call labels. Add one for “attended.”
As you make your calls, mark the customers with their appropriate responses and make notes (in the market call column) when appropriate. Come up with an action plan for each label. For example, for every customer that says “follow-up,” set a reminder to follow up in 2 to 3 days before the show/market.
At the show or market, take note of who attends to mark their profile in Showroom Exchange as “attended.” After the market, you can look at who is still marked as “will attend” to see who wanted to see you but ended up missing their appointment. These customers have shown interest, so make sure to followup with them via phone call or PBE!
You can filter your customer list by market call labels. Use this to send eblasts and make notes to groups of customers based on their responses to your market calls. For the “follow-up” customers example above, filter by the “follow-up” label, click the “personalized bulk email” button at the bottom of the page, and in the popup, click on “notes for recipients” to make a note with a reminder for all “follow-up” customers (you don’t have to actually send an email).
You may also do the same by using the “add notes in bulk” icon.
When you’re done using these labels and its time to use new labels for the next market, use the market call label reset feature to reset labels and save your notes.