It’s time to think differently about sales visits. A salesperson may meet a prospect face-to-face. But a phone call or an email may be just as meaningful. All of these connections with a customer or prospect should be tracked in your CRM system.
What’s more, with a team-selling approach, your entire crew is connecting with potential customers on a daily basis. If an inside salesperson talks with a customer over the phone, that activity should be logged. If a serviceperson makes a visit to a customer’s location, that activity should be logged, as well as any new opportunities associated with it.
That said, it’s not all about the quantity of touch points you make with a prospect, no matter the medium. It’s also about the quality of those connections. At the end of the day, how many opportunities have you uncovered for new business? If you’ve talked with 20 people, but found no new opportunities, you may want to re-evaluate your approach.
Selltis CRM allows you to log new activities and connect them with their respective contacts, companies and, ideally, the new opportunities they uncover. A CRM system can automate the process and provide you with dashboards that provide real-time feedback on how your team is doing. Learn more.