Know the background before you get in touch.
Organise leads, customers and contacts so you can prepare conversations using the information already on record.
Prepare for your next customer conversation
A customer calls back, and you need to find the people and documents linked to their account.
- 01
Organise contacts
Keep contact details and useful information in their records.
- 02
Review the account
Find related documents and recorded follow-up activity.
- 03
Plan the next step
Identify the next action for your team.
What you can do
Organise contacts
Keep contact details and useful information in their records.
Review the account
Find related documents and recorded follow-up activity.
Plan the next step
Identify the next action for your team.
In practice
Before following up with a lead, check their record and existing quotes to prepare a relevant conversation.
Explore next
Opportunities
Keep every deal in view.
Quotes
Prepare a quote and follow it through.
CRM and sales
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