You invested in a CRM system for your sales team to help them stay informed about and engaged with your customers. But are your salespeople really taking advantage of what a good CRM system offers? Chances are the answer is “no.” Business2Community recently spotlighted five key list views and reports that salespeople should create and regularly pull up within their CRM systems to power up their sales. These include:
- Lead Feedback Report: Many salespeople start out strong with their CRM but fail to update it to include feedback after their first meetings with their prospects and customers. Updating the CRM is not only important for the salesperson, but you need to stay on top of your team’s customer engagement. A glance at a report should tell you whether a follow-up appointment was scheduled, what was discussed at the meeting and the next steps.
- Dream Account View: Of course all entrepreneurs dream big, but having thousands of “dream accounts” on your sales lists is necessarily useful. It’s better to create a small, targeted list of clients that would be ideal for your business to land, yet realistically within your grasp.
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