From the course: Sales Pipeline Management
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Track: Spreadsheets to CRMs
- As salespeople, we may get criticized for not communicating enough with the marketing team, being late at times with submitting our expense reports or needing to be reminded that it's better to listen more and speak less. However, all good sales professionals know that tracking our leads, staying on top of our account coverage, and monitoring our results versus budget are top priorities. How diligent are you with those sales tracking responsibilities? Going far back in my sales career, I kept a lot of account information on spreadsheets in unsophisticated databases and even on some off-the-shelf account tracking software that I had purchased at an office supply store. My sales tracking methods were a bit primitive compared to what I now use. Today, there are so many tools available for our use in creating sales pipeline tracking, funnel analyses, and CRMs that can be customized for small and large businesses. Industries are so much more competitive than ever before. We must do…
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