Get the Sales Team Engaged Before It Is Too Late


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Get the Sales Team Engaged Now
The successful companies get the sales team entrenched into the new CRM service first. All leads and opptys are put into the system, at times grudgingly, by the direct sales team. The date is edited and made current. The team is guided and trained carefully prior and during this process. Couple items to do first:

1. Land on Sales Stages: be consistent and use KISS
2. Create lead & opty form that captures data needed
3. Discuss what data is important pertaining to notes and descriptions

Now what are the benefits:

1. EUREKA: the forecast shapes up, demand is understood
2. Visibility of Sales Data is optimized
3. Key accounts and contacts are now in the tool
4. The sales team sees value for them.

DataForce CRM Support Team


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