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CRM Usage
Updated: 10/8/2020
CRM Usage
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Storyboard Text

  • 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  • You're right, maybe some opportunities are out of date or haven't been put into CRM yet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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