Tip 5: Make sure your team records all business opportunities

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Most likely, the reason that caused this situation is due to custom; however, ideally, everyone should be clear that CRM should become the only source of commercial information for the business, since it is the only one that centralizes all areas of the company and allows real traceability of each business opportunity.

If this is the case for your company, it oman telegram data is advisable to eliminate this bad practice as soon as possible by changing the way your team works , because it involves duplication of information, in addition to the time invested in recording data; or worse, leaving the CRM incomplete.

It may also be the case that they continue to use Excel because the software tool they have now does not fully meet their needs. Faced with this situation, instead of accepting it as a 'necessary evil', it is an indication that it is time to look for another tool.

This advice is especially important for companies that have recently started working with a CRM.

A common situation is to see sales funnels that only have deals in the 'won sale' stage. This usually happens when sales representatives see it as a waste of time to record all the business opportunities they manage and therefore only record them when the sale is confirmed.

This is a serious mistake because it eliminates much of the value of the tool which is to reveal:

Where in the sales process you lose a lot of your potential business.
How many open deals are required to achieve a sale.
Those who lose the most sales opportunities within the team.
How long does it take to get a new business off the ground?
It is crucial that your employees understand that these and other data are strategically important and are used as indicators for continuous improvement. These are the clues that every sales manager yearns to have, not to punish, but to coach the team, adjust the sales process, and work with operations or product to make the necessary changes.