Internal Only - Handling Sales Calls

Potential clients often call to get pricing in advance, ask about application features, or just inquire about how to get the setup process started with us before going through the Sales Demo. This guide is to help you answer those questions.

• To get the setup process started, potential clients generally must go through the Sales Demo. You can inform them that they can either go to mediroutes.com to schedule it themselves, or, if it is easier, we can schedule it with them while on the call. To schedule a demo with them on the call:
  • Go to mediroutes.com and scroll down on the home page until you see the big green Schedule a Demo button (this is also where the potential client would go to schedule).
  • You will have to ask the caller for the required information that the form asks you for on the next two pages, and once that is filled out, you will reach the calendar page.
  • At the calendar page, make sure to change the time zone at the bottom of the calendar to the correct time zone of the caller. Let them know what the earliest availability is, and if that does not work, continue going through the demo availability until they confirm what date and time works best for them. (Clicking the dates on the calendar will show available times on the right, and selecting a time and clicking Next takes you to the final page.)
  • Once you get to the final page, you will just need to enter their full name and email address again and confirm the demo. Once the confirmation page loads, let the caller know that they will receive a confirmation email shortly containing the Microsoft Teams meeting link for their demo.
• If a caller is asking about our pricing:
  • There is an up-front setup and training fee of $250. 
  • The first 3 months have a FLAT FEE that is partially based on information provided when they sign up for a Sales Demo and is negotiated with Sales. They can confirm this flat fee with the Sales representative after they go through the Sales Demo.
  • After the first 3 months, the pricing switches to our general pricing that is based on the actual number of active trips in their system. For anywhere from 0-375 trips in a month, our monthly minimum of $150 per month applies. If the client gets more than 375 trips in a month (376+), then it becomes $0.40 per active trip. For example, 400 active trips in the system for a month would be $160. ACTIVE trips are any trips that are not cancelled in advance (including no shows and unperformed trips). We do not charge for trips that are cancelled in advance.
  • Our invoices are billed in arrears, meaning that we bill them for the total number of active trips in there system for the previous month, and clients will not receive their first invoice until the following month. 
• If a caller asks about our application features:
  • Ask them if there is anything specific that they are looking for in a trip management software and do your best to confirm if we have what they are looking for.
  • Use the knowledge base to assist you in going over the main functions of our application and API integrations we have with brokers.

Note: We do not have the knowledge to compare our software to our competitors in the Support department, but if someone asks, you can let them know that they can ask Sales about that at the end of their demo or afterwards.  

• If the caller asks about something that is not covered here or asks for Laura to reach out to them, transfer the ticket to Sales by changing the pipeline on it from Support to Sales and making Laura the ticket owner. Please also make sure that we have a good email address on file for the caller.