One company's case over several days

A prospect does not become a customer in a day: a reply, a call, an offer, another question. In the example, a salesperson at an office furniture manufacturer handles a prospect for a week while other work comes in. You see how knows which company's record is open, and how days later it picks up where you left off.

This is for you if…

a prospect's case runs for days or weeks;
you are working with other companies and campaigns in the meantime;
you do not want to tell where things stand every time.

What will be ready at the end

The company's case is in its own workstream, with the decisions; the letters, the tasks and the demo (as a ) are on the company's record; and you can pick up where you left off at any time with one click.

Five steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

Open the company's record
In Tasks, you find the task created from the prospect's reply. Open the company's record: the ": samplecompany.com" marker appears in the conversation with the company's web address, and knows which company you mean.
Where: Tasks; the company's record (Dizzlet) in the workspace
Ask ApexApex tells you
What did they ask us?
In the reply: the gist of the letter, and what the open question is.
Reply and task, without naming the company
In the same place, you ask Apex for the reply and the next step. When Apex starts working on the company, it switches to the company's workstream: the purple "From now on ·" divider appears in the conversation with the company's name.
Where: the company's record; the draft's card in the conversation
Ask ApexApex does it, with your approval
Reply that we can do a demo on Thursday, and add a task for me on Wednesday to prepare.
The letter goes out during working hours after you approve it.
Other work meanwhile
In the afternoon, you work on the spring campaign. As long as you only ask how it is going, Apex stays on the company's thread. When you start working on the campaign, Apex switches to the campaign's workstream and saves the company's thread together with the decisions. You do not have to do anything for this.
Where: Customer acquisition › Campaigns
Ask ApexApex does it, with your approval
How's the spring campaign doing? Make its second letter shorter.
After the demo
The demo took place on Thursday. Open the company's record again and say what happened: Apex records it on the company's record and also notes the decision in the workstream.
Where: the company record
Ask ApexApex does it, with your approval
The demo's done, they liked it. Log it, and add a task: we'll send an offer for 40 desks by Monday.
On the card: the demo as a touch on the company's record, and the Monday offer task.
A week later, from the same place
On Monday, you do not have to search around. Click the company's workstream on the Memory page, or ask a question, and you pick up where you left off: Apex knows that an offer for 40 desks is due.
Where: What Apex knows › Memory › "Workstreams"; or the conversation
Ask ApexApex tells you
Where are we with samplecompany.com? We need to send an offer on Monday.
In the reply: the decisions, and the open step: the offer.

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

's work comes out of the ; the allowance has a 5-hour part and a weekly part, and both refill on their own. There is no separate charge for workstreams or memory. You can send letters from the Start plan (€99) up, per month, plus VAT.

Frequently asked questions

What most people ask in this situation.

Do I need to open a new conversation for a new topic?

No. There is a single conversation, and switches between topics on its own.

Can my colleagues see my workstreams?

No, a workstream is personal. The work done on the company, the letters, the tasks and the , is on the company's record, and everyone with access to the company can see it.

Pitfalls

What most people run into, and how to avoid it.

The decision is only in your head

If you do not tell the outcome of a call or meeting, there will be no trace of it on the company's record, and your colleagues will not see it either. One sentence is enough.

Everything in the conversation, no page open

If the company's record is open, you do not need to type its name, and Apex will not confuse it with a company with a similar name.

Closed page, old "this"

After you close the , Apex still takes "this" to mean the last company you opened. For another company, open its record or name it.

Basics for this situation

If you want to look behind a step.

Set it up with Apex.

Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.

Free account, no card details · monthly fee, no minimum term

One company's case over several days

Five steps

Open the company's record

Reply and task, without naming the company

Other work meanwhile

After the demo

A week later, from the same place