Dos and don'ts of the sales journey on crm and projects

Dos and don'ts of the sales journey on crm and projects

Dos:


-       Always add information on the system during the sales journey and not after

-       Do not wait for the client to request a quote to actually log the sales journey.

      -       Always think ahead before needing a add a new product to the system. IF you want to offer a client a quotation for a specific new             service always remember that you need to send all information to the finance team before being able to quote for that specific                   service. Think ahead !!! 

-       As soon as you have a hint of a potential sale you should log the information in crm

-       Make use of the mobile applications different applications provided by zoho.

-       Add you timesheets on a daily basis.

-       IF you identify potential system improvements always open a ticket on support.nouv.com

-       Always follow up on clients and chase to get the deal closed.

-       Always try and upsell to clients. Nouv has a wide range of services which the client can benefit from.

-       Always use the pricing sensitivity calculator provided to determine the necessary pricing strategy to be adopted, break-even point and budgeted hours for a specific project.

     -       Always update you zoho projects status and tasks
     -       Always provide your direct supervisor with information on the challenges faced with clients during your one to one session 

 

Don’ts


-       Do not try to bypass any controls in place on both crm and zoho projects. Internal process audits are in place to identify any people trying to bypass the system put in place.

-       Do not try to start a service before even providing the client with a quote which he/she has accepted

-       Don’t not try to proceed with a potential if you are not sure as to how to use the crm.

-       Do not add your time sheets at the end of the month.

-       Do not expect to add a new account to the system exactly prior to creating a quote. If the client is new, a credit worthiness check will be required prior to proceeding to provision of a quotation. This takes time to do. Be considerate of your colleagues.

-       Do not add wait till the last minute to actually log the information on a potential sale. This will negatively affect reporting and may leave you waiting as there are a number of other players in the sales journey.