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8 pieces of information you should be able to find (in 60 seconds or less)

By Fiona Ness on Mon 18 August 2014 in CRM

24% of businesses admit that their sales teams do not have the right information to hand during a sale. Not only can this make you seem unprofessional but it’s frustrating for both you and your customers.

Not only can this make you seem unprofessional but it’s frustrating for both you and your customers.

Below are 8 pieces of information that we think are vital to know in any sales process, but can you find them all in 60 seconds?

  1. Who is your top spending customer?
  2. What is their address?
  3. Who are the key decision maker contacts?
  4. Who last spoke to them from your organisation?
  5. What did they last purchase?
  6. Do they have any open quotes?
  7. Are these quotes still in date?
  8. Do they have any unanswered problems?

 

  • Did you find everything above in less than 60 seconds?

     Yes No

  • Submit

 

If you couldn’t find this information in 60 seconds or less the chances are that your information is spread across multiple systems, or even spreadsheets which never meet in the middle. This causes frustration for not only you but also your customers.