TRACKING SALES ACTIVITIES
Sales has become highly complex and multifaceted. It encompasses myriad touchpoints, and for many organizations it involves multiple stakeholders, across widely disparate locations, all over the course of months, even years.
Workbooks CRM can help answer questions such as:
Are my sales team up-to-date with their activities? Do they have enough to follow-up on?
Is there enough resource within the team?
How many meetings, calls and activities have been carried out by salesperson?
Do we have any opportunities that do not have a next step action against them?
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