How to Use SPOTIO

Getting started with SPOTIO

In this guide, you will learn how to set up SPOTIO for your field sales team, manage territories effectively, and optimise your sales engagement. By the end, you’ll be ready to enhance your sales process with AI-driven insights.

Step 1: Sign up and set up

1. Go to SPOTIO's website.
2. Click on the “Get Started” button on the homepage.
3. Fill in your details to create an account. You’ll need your name, email address, and a password.
4. After signing up, check your email for a verification link and click it to activate your account.
5. Log in to your account. You may be prompted to set up your sales team’s information and upload any existing leads.

Step 2: Your first territory mapping

1. Once logged in, navigate to the “Territory” tab in the left sidebar.
2. Click on “Create New Territory”.
3. Enter the territory name and select the geographical area using the map interface. You can draw boundaries or use pre-defined regions.
4. After defining the territory, click “Save”.
5. Now, go to the “Leads” tab, and click “Import Leads” to upload your prospect list. Ensure you tag leads with the correct territory for easy tracking.

Step 3: Get better results

1. Use the “Route Optimisation” feature by clicking on the “Routes” tab. Here, you can enter your leads’ addresses and select “Optimise Route”.
2. Make use of the “Lead Scoring” feature by assigning scores based on engagement and potential. Navigate to the “Leads” tab, select a lead, and adjust the score in the lead details.
3. Regularly check the “Activity Tracker” to monitor your team's performance. This can be found under the “Reports” tab.

Pro tip

Utilise the mobile app for SPOTIO to manage your territories and leads on the go. This allows you to update information in real-time while you’re out in the field.

Common mistake to avoid

A common mistake is not tagging leads correctly when importing them. Ensure each lead has the appropriate territory tag to avoid confusion and missed opportunities during your sales process.