taskbridge tips: outside sales edition

In the fast-paced world of outside sales, efficiency and accuracy are critical. Tools like taskbridge empower sales professionals to stay informed, enhance collaboration, and focus on building meaningful relationships with customers. Whether you’re tracking project lifecycles or streamlining communication, taskbridge helps transform challenges into opportunities. Here’s how outside sales teams can leverage its features to stay ahead.

1. Customer Lookup and Order Tracking

Customer Lookup
Gone are the days of digging through emails to find customer details. taskbridge allows you to look up customer information effortlessly, including recent projects you’ve bid on. This ensures you have all the relevant details at your fingertips before making contact.

Order Tracking
taskbridge provides a clear view of customer orders, enabling you to analyze key metrics like the ratio of quotes to orders, win percentages, and dominant market sectors. This data-driven insight helps you prioritize your efforts and tailor your strategy to meet customer needs.

2. Full Project Lifecycle Tracking

Project Stage Monitoring
Stay informed about every project’s current status—whether it’s an order update, submittal progress, or equipment delivery dates. With taskbridge, you can answer customer queries with confidence, often in real-time.

Project Notes
taskbridge centralizes all project-related communications. If your customer has spoken with a project engineer (PE) or project manager (PM), you’ll have a detailed record of the conversation. This ensures you’re always equipped with the latest updates, fostering trust and transparency.

Project Dashboards

• “Won but Not Handed Off” Projects: taskbridge highlights projects that are marked as won but still need action—whether it’s awaiting customer credit approval or finalizing scrub meeting items. This one-stop view helps ensure no project gets left behind.

• Submittal Dashboard: Quickly identify projects in the submittal phase and flag those that have stalled, enabling you to follow up and keep things moving.

3. Centralized Project Documentation

Having all project documents stored in a common location minimizes confusion and ensures seamless communication.

• Quoting: Access quote documents instantly to deliver accurate, competitive quotes to customers without delays.

• Submittals: Keep submittal documents attached to the project for quick reference, making it easier to respond to customer inquiries.

Why taskbridge Matters for Outside Sales Teams

taskbridge isn’t just a tool—it’s a game-changer for sales professionals who want to maximize their productivity and customer focus. By simplifying processes, taskbridge enhances responsiveness and ensures every customer interaction is as smooth as possible.

As Colin Turnbull, an Outside Sales team member at Nixon Power Services, puts it:

“taskbridge is a vital tool that keeps us informed and customer focused. Streamlining processes makes each customer’s experience as easy as possible, reducing the time for responses and increasing the accuracy of each process. Having all of the valuable information within taskbridge allows us to use data not previously available to be more competitive and increase productivity at each step of the process.”

Ready to elevate your sales game? taskbridge makes it easier to work smarter, win more, and deliver outstanding results every step of the way.