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I can't see anything in CRM
How is our forecast so low… I've spoken to all the sales managers, it should be almost double this
No seriously Andy, I can't see anything
You're right, maybe some opportunities are out of date or haven't been put into CRM yet
Oh! Sorry Nigel, I didn't realise.
Here you go
I'm not sure Nigel, I can ask the managers to get the reps to update today?
Thanks Andy. The QBR's tomorrow, how are we going to come up with a figure without having visibility of all our opportunities?
You're right Nigel, sales reps should always keep on top of their opportunities, not just when the QBR comes around.
That isn't sustainable moving forward, though. We need to keep a close eye on all deals and make sure they're up to date in CRM. It affects our forecasting!
Help Nigel gain some visibility on what's happening in his business unit. He already has his own struggles, like reaching the top shelf.
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