In general, check-ins are a great way of keeping track of meeting interactions and recording them right when they happen. These are date- and time-stamped notes tied to every account you import into your Badger Maps account so you can keep track of what happened in every meeting.
Check-ins are also useful for everything from generating sales reports to a quick refresher before a meeting starts.
Standard check-ins will be time- and date-stamped, you’ll also be able to record the type of meeting you had and notes.
Custom check-ins provides a lot of flexibility and can be created based on you and your organization’s needs. You can add customization to the check-in form to include the following field types: Log Type forms/Drop Down menus, One-line text boxes, and Multi-line text boxes.
Log Type forms/Drop Down menus: This form allows a you to choose one option out of a pre-set list. This is commonly used for noting down meeting types, account statuses, if you talked to the decision maker, and territories.
One-line text box: This is a text box that only holds one line of text. This is meant for shorter text notes like the decision maker's name, number of employees, or number of products at a site.
Multi-line text box: This is for long form notes and the sizing of the box can be adjusted. This is meant for notes like how the meeting went, next steps, and any general notes about the meeting that need to be recorded.
Fields can also be marked as required so that users cannot save a check-in until all required fields are filled.
Customizations are available so that you and your team are able to collect the details you want from the field in a way to stay organized and efficient.
Select the account you would like to create a check-in for
Open up the “Account Details” of that account
Tap on “Check-in” and you’ll be prompted to fill in the Check-in form.
Once you create the check-in, it will be time- and date-stamped.
All created check-ins from any devices will be saved in the “History” tab.
How to Export Check-ins:
Your weekly Check-in reports are automatically sent to the email address you registered with Badger, every Friday afternoon. But you can export it any time from the web app so that you can create on-demand sales reports, or track your progress through a specific period of time.
2. Choose the date range you would like to export check-ins for. You can either (1) select the date by accessing the calendar and choosing the start and end date or (2) click the icon with three bars next to the date and choose a pre-set date range.
3. Click Export Check-ins to download your check-in report and a download will begin in your browser
The Reports tab also shows your 30-day check-in chart. You can click Make Larger for a larger view, or Download to get a picture file of the chart. Then choose Back to go back to the main screen. This report is great for quickly tracking trends over the last 30 days without having to do any manual analysis.
Best Practice: Read Your Notes and Check-ins Before You Meet Your Prospect to Refresh Yourself
One of the most powerful aspects of creating Check-ins in Badger Maps is have complete access to these notes in the format you need wherever you go.
Combined with the mobile app and routing, you’ll be able to easily read the notes and history of each account before your meeting to get a quick refresher. This means you’ll always start your meetings right where you left off in your last meeting, so that you can move the conversation forward every time.
Team Use Case: Train New Reps in Half the Time because They Have All Account History at Their Fingertips
When new reps are taking over an existing territory, all history (notes and check-ins) of these accounts are kept in your organization’s Badger account.
New reps are able to quickly see all their new territory’s composition and get familiar with their new accounts through the account’s historic notes and check-ins with Badger. When your new reps meet their accounts, they’ll be able to continue the relationship where the last rep left off so nothing is ever lost.
Team Use Case: Have Field Reports so Reps don’t have to Create Reports
As a sales rep, you’re spending hours driving and meeting customers - you don’t have enough time to build detailed sales reports from all your notes and meetings from the week. Badger simplifies this process by allowing you export check-ins. Check-ins for any team are always formatted in the same exact way with the same value options. What this means is that you’ll have to do minimal editing and you’ll always have clean data to create reports out of. Most users will just send their check-in reports to their managers as their sales report.
If you have management options in Badger Maps, you’re able to export the check-ins of all members in your Badger Maps team to further minimize the amount of back and forth needed when reports are due. You have access to this data to do analysis, forecasting and strategically plan for your team’s next week, quarter, and year.