Stop driving
away from sales
with OBY!
OBY is our name for the Out By You CRM Application that helps prevent you from driving away from profit. Created with service industries in mind, our 'Get Local' search helps sales and service professionals identify customers who may have been missed, or are due for service in the near future. Is it worthwhile to drop off a flyer or just stop in to say 'hello'?
Because You Are There There are two options once you finish a sales call, close out a site inspection, or complete a job. Either head back to the office, or take a moment and do some customer outreach. Let OBY help find some customers that haven't been visited in a while, or some prospects that need to be kept 'warm', or even for follow up on recent jobs. OBY finds what's right around the corner, or even what's on your way home.
Your Route Broke Did you plot out your day and create a route so that you could visit your customers in the most efficient manner? Did someone cancel, or a meeting go shorter than expected, or do you just have some dead time? Let OBY help find ways to fill the gaps, either by finding someone local to visit, or maybe on the way to your next meeting. There are plenty of ways to solve customer routing, just not many ways to optimize the solution once it breaks.
Stop missing unplanned opportunities. Broadcast availability to local clients.
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Getting started with OBY is as simple as creating an account and adding your first customer. For more help, watch any of the provided walkthrough videos.
Once you get the feel for adding a few customers, you will most likely want to import customer lists from other sources, such as your Google or Apple Contacts.
For more advanced users, connecting to systems such as HubSpot, or Quickbooks may be the answer.
Feel free to reach out to us at hey@outbyyou.com to set up a demo, ask questions about setting up your acocunt, or importing customers.