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The most effective method of marketing your company’s product or service is through face-to-face sales meetings. During these meetings, your sales team writes down key points and presents your product. You then provide an offer. However, once the meeting is over, you’re only left with the meeting notes, hidden away in the sales personnel’s notebook. At this point, your only correspondence with your potential customer, if any takes place at all, is a prospective response.
TEST: How strong are you?
You can test your sales process through the following questions:
- Can you monitor the entirety of your customer correspondence on a corporate basis? Or is the entire log hidden away in sales team members’ notebooks?
- Can you define the sales stages on a corporate level?
- Can your sales team apply the same corporate methodology on the same types of sales projects?
- Can you monitor digital behavior in the customer correspondence history, even if through your sales teams?
Which of your offers attracts the indecisive customers?
The next4biz CRM module allows you to monitor whether potential customers visit your website following your sales meetings. You can also see who reads the notes you share following the meeting or who rewatches the presentation video. The module also shows who opens and views your offer.
If you’ve ever attended a sales meeting, you know that the most valuable information is hidden in the customer’s mind. The next4biz CRM module provides access to key pieces of that information, giving you a significant edge in the sales process.
How well coordinated are the teams’ notes and the duties you’ve assigned?
Sales efficiency can only be achieved when the right customer is approached the right way at the right time. It is, therefore, important to assign timely and suitable tasks to your teams and to monitor their progress. Joint and synchronized sales activities require complete and integrated task management. Each task has an assigner, an owner, and trackers to be notified. All stakeholders are free to comment on the task. Some tasks should be assigned automatically. For example, a task can be assigned to a sales team member for a special action when a visitor subscribes or when a customer clicks on one of your websites.
How do you achieve internal and external team cooperation on next4biz CRM?
- Create taskforces by inviting internal (corporate) and external (non-corporate) participants.
- Assign task trackers. Monitor the comments by task owner, participant, and trackers.
- Add documents and images.
- Prioritize tasks, monitor progress, and manage deadlines.
- Set daily or weekly reminders for task owners, personnel, or trackers.
- Filter ongoing, successful, or critical tasks.
- Create or update in-line tasks.
next4biz CRM gives you a stronger vantage point in your sales process from which to achieve positive outcomes with indecisive or likely negative potential customers.
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