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Lead Management yy How clean and accurate is the data in the CRM? What is the average number of attempts they make to reach a lead before recycling it back into the CRM as not able to be contacted? Customers can view and share your content with colleagues, giving your customers the control and flexibility they need to engage with your organization and reach consensus. Collateral and Tools yy How do reps learn about new tools and content created by marketing? Please share how you’ve mapped all the tools at your disposal to each of the stage of the sales cycle. System of record for critical customer and sales information (deals, companies, contacts, etc.). Training yy Who leads training and what training does a rep get each year in: o customer pain points solved with our products? How many meetings does it take to get to a close? What would make a significant impact on close rates? What is the opportunity to close ratio? Note that this appears to be happening significantly less in the most recent software versions – but it is still happening enough to me that I can repro it. You can instantly address user concerns and convert them into paying consumers with live chat software.
Have we mapped all the sales and marketing touches at each stage in order to proactively educate and address the common questions/issues/objections in order to help them choose our solution? What data is missing from a typical account record that would help the reps be more effective in their prospecting and selling? Agents can see all incoming tickets on a single dashboard as well as access to real-time customer and order data. Agents can loop in teammates for discussions right inside tickets and can retain visibility into tickets even if another team is currently working on it. Is it working? Are there any changes planned? Is there a standard PowerPoint deck or does each rep create their own? Simply create and save standard replies that can be used during a conversation to reduce response time. The time has come for me to now face them like a man and accept the consequences, whatever they may be.