Apex gets to know your company

On a new salesperson's first day, you tell them what you sell, to whom, and how to answer the common questions. You need to tell the same, once. During the first introduction, Apex takes notes without a card; after that, every change about the company comes on an approval card. In the example, the managing director of an industrial cleaning company teaches Apex about the company before they write the first campaign.

This is for you if…

you are just starting to work with Apex, or the company memory is still empty;
you want campaign letters and replies to be about your company's real strengths;
several colleagues work with Apex, and each of them needs to know the same things about the company.

What will be ready at the end

The company memory holds what you sell, to whom, where you are better, who your references are, how to answer the common questions and objections, and what Apex must not promise.

Five steps

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

What you sell, and to whom
On your first sign-in, looks at your company's website and sums up what it sees. Correct it, and tell it who your best customers are today, and why them.
Where: the conversation with Apex; the result on the What Apex knows › Memory › "Company" tab
Ask ApexApex guides you through
We do daily cleaning for office buildings and factories. Our best customers are factories with more than 200 staff, because that's where we sign long contracts.
On your first sign-in it asks one question at a time; later it shows every change on an approval card.
What makes you better
Once Apex knows what you sell and to whom, the next question is why they should choose you. This is the core of the campaign letter. Be specific: whatever you can say with a number, say with a number.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
Remember this: we send a replacement within 24 hours if a cleaner drops out, and we have a food industry certification.
Questions and objections
Strengths are for the campaign letter; questions and objections are for the replies. Think about what prospects ask, and the reasons they most often say no. Apex uses your good answers in its reply letters too.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
If they write that they already have a cleaning company, tell them we offer a trial month with no commitment.
What it must not promise
Alongside the answers to questions comes what does not fit into an answer. Tell Apex what it must not promise as well: Apex keeps to it in the letters.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
Don't give prices in letters, we always make an offer after a site visit.
Checking
Once you have told it everything, look at what Apex noted down, and ask what it would do with a letter from a prospect. Its answer shows what it knows and what is still missing.
Where: What Apex knows › Memory › "Company"
Ask ApexApex tells you
What would you write to a factory that asks how much we charge for cleaning?

What it costs

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

The conversation is 's work and 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 memory, and you can teach Apex on Apex Free too.

Frequently asked questions

What most people ask in this situation.

Who can change the company memory?

An or a Superuser. If someone else asks, tells them who can do it.

Can I write it all down in one go?

Yes. Apex gives you a form to fill in, which your colleagues can work on together, and it learns from the uploaded form. It also picks out the essentials from existing material, such as the text of an offer.

Can my colleagues see it?

Yes, every member of the company uses and sees the company memory. Only you can see your personal memory.

Pitfalls

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

Generic adjectives

"Reliable, flexible, professional" is true of everyone, and can do nothing with it. Say how you are reliable: "we send a replacement within 24 hours".

A complete offer pasted in as it is

The text of a long offer is not memory. Ask Apex to pick out the facts from it, and check on the card what went in.

Your customers in memory

Do not put your existing customers into memory: you exclude them on the Customer acquisition › page, and among the references, include only those you are allowed to name.

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

Apex gets to know your company

Five steps

What you sell, and to whom

What makes you better

Questions and objections

What it must not promise

Checking