A sales agent’s week: appointments, leads and Order Sender. How does a typical week really look for a sales agent? Spoiler alert: there’s no one-size-fits-all answer. But there are common habits, rituals, and a few unwritten rules that most sales professionals follow.
In this article, we take you behind the scenes of a typical week—from chasing leads to planning visits—with one constant companion: Order Sender, the sales CRM built for agents.
Monday mornings always start with a glance at the agenda. It’s time to check in on scheduled meetings, new leads, and what was accomplished the previous week. Each agent sets their own rhythm—some prefer starting with strategic meetings, others handle admin tasks in the afternoon, and some improvise depending on the day’s energy.
With Order Sender’s Visit Planning Module, scheduling becomes easy. You can geolocate clients on an interactive map and generate reports after each visit. The Certified Company Data Module also lets you retrieve verified client details instantly—just by entering a VAT number.
Every agent structures their day differently, but there’s a common pattern: mornings are usually best for meetings and prospecting new clients. You’re fresh, focused, and ready for strategic tasks.
Afternoons are often ideal for:
With Order Sender’s Digital Catalog, showing products from your smartphone or tablet becomes an interactive experience—complete with image galleries, fullscreen views, and real-time updates. The Variant Management Module also allows you to manage different product versions (size, color, material, etc.), making upselling and cross-selling smoother.
Gone are the days of cold-calling 20 prospects a day. Sales today are based on qualified leads—people who asked for information, clicked on an ad, or received a referral. But not all leads are ready to buy.
The key is to understand their needs, build trust, and communicate your value—even if the deal doesn’t close right away.
With Order Sender’s Order Collection feature, agents can place orders quickly from smartphone or tablet—even offline.
An agent’s week isn’t just about new clients. Often, the best opportunities come from existing ones.
Upselling means offering more advanced or complete solutions to those who’ve already purchased.
Cross-selling is about offering related products or services that meet other client needs.
Both strategies require trust, knowledge, and planning—and should be part of your weekly routine.
Thanks to Order Sender’s B2B Ecommerce module, clients can browse your catalog, complete with detailed images and information, and send orders independently. This creates new sales opportunities and streamlines order management.
Paper has its charm—but in a sales agent’s reality, digital tools win 98 to 2. Nearly every agent today works with synced tools on PC, smartphone, and tablet.
Having instant access to orders, client data, documents, and history is essential for agility and efficiency.
Apps like Order Sender are now essential companions: fast, intuitive, always updated—and available offline too.
Unlike employees, agents manage their time independently. But with that freedom comes responsibility—to deliver results, build relationships, stay informed, and yes, enjoy life.
A sales agent’s week has no rigid hours—but it follows one golden rule: be effective, every day, in your own way.
Do it with Order Sender Sales CRM
