We are all human and have our human limitations. Notes, Views and Interaction logs in CRM can reduce those limitations and can make a sales person smarter and more detailed in their approach with a client.

  • Make consistent reliable follow up – Whether a person or the organization decides to automate follow up, the benefits run deep by creating interval reminders in CRM making it less likely for a customer to be forgotten.
  • Ensure that people don’t slip through the cracks of your organizations processes – When processes are left to humans, things tend to get forgotten or left out, tally these potential sale omissions up from a entire sales force and you have likely left a hefty sum of cash on the table.

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