From the course: Creating Your Sales Process
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Reporting and communicating back to the company
From the course: Creating Your Sales Process
Reporting and communicating back to the company
- I'll admit it. Salespeople, at times, can pretty protective of their customers, account information, status of their sales, and we've even been accused of being a bit conservative with our sales forecasts. We keep our account contact information private and our history working with our best customers kept in our own secret vaults. I've heard these issues raised about salespeople whether they work in a small company of if they're from big, global sales organizations. However, the feedback we give either through our CRMs, account tracking systems, or through basic call reports is information that can, and will, make our companies better informed to develop future opportunities. Years ago when I first started, we would keep account information on note cards or in folders. And as the years progressed, we would transfer it to our desktop or laptop databases. All of this valuable account information and market research was…
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