From the course: Field Sales Management

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CRMs and reporting

CRMs and reporting

From the course: Field Sales Management

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CRMs and reporting

“

- As a sales rep, I'm sure you remember your manager telling you to send in call reports on time and keeping the CRM updated with the latest details about opportunities and potential sales. When I first became a sales representative, I had to learn from my manager and other sales colleagues about the best ways to manage my account information. This was before the advent of customer relationship management software, so I had my notes, and folders, notecards, spreadsheets, and a database package that I had purchased at an office supply store. I was really organized, and I had this information detailed, accurate, and updated at the end of each week. The problem was that no one else had access to this information except me. I guarded it with my life! You would have thought I had top-secret information, since I only passed along things on a need-to-know basis. Account and market information is invaluable. It helps drive revenue and success. It never should be withheld! Today, no matter…

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