Book a demo
Book a demo

Scenario: a worked exampleAt an exhibitionFood and hospitality

A food exporter meeting importers from twenty countries

Five days, a tasting counter and a queue. Every importer was promised samples and a price list, and some heard two different sets of terms.

What changes

BeforeWith SEL XP
At the counterCards dropped in a bowl, with nothing to say what was discussed.A quick lead or a batch scan, with product interest tapped the same hour.
SamplesSent to whoever the team could remember.One task per promise: which product, to whom, by when.
The same buyer, met twiceTwo people each quoted terms without knowing about the other.The second rep is told who met the buyer first, and reads their note.

The situation

A food stand is busy from the first tasting. Importers, supermarket buyers and hotel chefs arrive in groups, taste, ask about shelf life and minimum order, and leave a card. Nearly all of them are promised samples.

Before

Cards went into a bowl. After the show the export managers tried to recall who wanted what. Samples went out late and to the wrong addresses, and the first messages were sent a fortnight after the conversations.

Setting up

Products are grouped into ranges, each with its product sheet and export price list as catalogues. The WhatsApp message is written in English and Arabic. The show has a target for leads and one for qualified leads.

At the show

When the counter is three deep, a rep saves a quick lead: a name and a line of text. Cards in the bowl are batch scanned every hour and reviewed in the quiet minutes: Dates, private label, wants halal certificate, 1 to 3 months.

For buyers in a hurry the rep opens WhatsApp from the lead, with the message and the link to the price lists already written. Importers tend to answer it the same evening.

Each sample is a task: Send 2 kg assorted dates and the certificate, by Sunday.

On day three an importer who visited on day one comes back and speaks to a different rep. When she scans his card, the app shows who met him first. She reads the first rep’s note before she says anything about exclusivity.

After the show

Each export manager is handed the leads for their markets, with the sample tasks attached. The dispatch list is the task list. Buyers who have had no message after a day appear on each rep’s reminder, hot ones first.

What this team would watch

The scenario has no results to report. These are the numbers the app shows that a team in this position would track:

  • Leads with a WhatsApp message on the same day
  • Sample tasks done on time
  • What visitors asked about most
  • Leads against the show's target

More from food and hospitality

ScenarioIn the field

A kitchen equipment supplier's engineers on hotel projects

A hotel kitchen is bought once, some eighteen months after the first meeting. Consultant, owner and contractor each decide a part, and the thread between them lived in one engineer's memory.

Team
6 project sales engineers in 2 teams, 1 sales manager
Field
Hotel project sites and consultants' offices
CRM
Odoo
Read the case study IndustryHow SEL XP fits food and hospitality teamsFood and hospitality

See it with your team

Leave every meeting with a next step.

Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.

Book a demo See pricing
  1. What happens next
  2. Day 0You send the form. We reply within one working day.
  3. 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
  4. Set-upWe build your workspace with you: companies, teams, products, wording.