Situation: two managers independently worked with one client, one of them was about to buy, but suddenly stopped communicating. And when they finally managed to get through to him, it turned out that he had already paid the bill to his colleague. We figure out who should get the bonus together with Megaplan Commercial Director Viktor Shelike .
Both have worked with the client and consider him theirs. They come to the manager to complain about each other, so that he can judge them. Usually, both are already wound up. Whatever decision is made "from above" - one of them will remain dissatisfied and will continue to be negative. And in attempts to find a compromise, you can hit the jackpot: everyone will remain dissatisfied - both managers and their manager.
Clear regulations help
You can write down rules for the most common cases. However, they cannot cover all uganda whatsapp list situations.
The negotiation method helps
When a situation goes beyond the rules, I suggest that managers first try to reach an agreement among themselves. After all, they negotiate every day - let them use this skill again. My subordinates know that if they do not reach an agreement, then I will make the final decision, and they may not like it. But if they do reach an agreement, then I will agree to any conditions.
And they try to defend their interests in front of each other, together they come up with: how to divide the proceeds and who will keep the client. At first it was difficult for them, but in the end it turned out that it is always more profitable to agree among themselves than to escalate the conflict. Over time, even unusual division options appeared: "Petya gets 60% of the first order, the client stays with him, and Masha gets 40% and 3 leads from Petya." The method works: the number of conflicts due to duplicates has decreased.
The duplicate warning system helps
Thanks to this problem, we came up with a feature in Megaplan: for the manager to receive a notification when another user has created a duplicate contact. This allows you to "share" the client on the shore, while both have not yet invested in working with him.
A duplicate notification system will help
In the Megaplan settings, you need to check the box "New duplicate of your client". A notification appears when adding a duplicate by number, email or corporate domain, a match by name or title is ignored. Read more about duplicates in the Megaplan Help Center .
Two Sales Managers Can't Share a Client: How to Resolve the Conflict
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