How many phone calls are your sales reps making? How often do they follow up with customers? Is their close percentage solid?īut this article isn’t about Outlook’s flaws. Outlook also doesn’t offer any type of reporting function. If you can’t attach documents and record client interaction history, then you’re going to have a bad time tracking the position of prospects in your sales pipeline. It may be able to send the material, but any type of storage will need to take place outside of the program, unless you want to sift through the entire email chain every time you need to reference a file. To begin, Outlook doesn’t make sharing and tracking documents easier. Don’t promote Outlook to this position it doesn’t have the qualities you should be looking for in a CRM. They likely have it open all day, and for an email client, it offers a nice deal of functionality.īut don’t be fooled by Outlook’s useful features: the program – and any email client for that matter – is a poor choice for truly managing customer relationships. It’s easy to see why your sales representatives want to make Outlook their hub for managing customer relationships.
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