Article P3 One

The most successful salespeople are the bosses (or they are high up in the hierarchy). But …

• CRM’s are not friendly for the people who need it most: sales people.
• Unfortunately, CRM’s are made for management: “how do I follow these guys up” instead of how can they organise themselves better so they can sell more?
• All data in 1 placeholder in your calendar on the date of your next appointment with your customer.

How this can be easily done? Here is proof:

• Handwritten notes made during the call.
• A sketch we showed on screen.
• A recording, and probably a transcript I want made and will come in later (where do I put it?).
• 2 screenshots with people and pictures from the zoom-screen.
• Business card pictures.
• Email attachments received from the customer.
• A new appointment.
• 2 colleagues to inform about all of this.
• To send a new zoom invite for 3 weeks from now. (😀 sorry, … that one has to be done on zoom itself ).
• Put a tag in showing that the customer is now in “quotation-mode”.
• Mark the customer as priority 1 as you regularly want to check your priority 1 contacts.