Whether you’re a long-time sales leader at your company or you’re brand new to your organization, you may not have the right tools in place for reporting on the activities and aggregate pipeline of your sales team.
However, the CEO has asked you to regularly report to him or her about specific sales activity and what new business to expect in the coming months. To get the requested information, you spend a lot of time asking salespeople questions, collecting spreadsheets and consolidating information.
What you really need — and need fast — is a CRM system that works for both your salespeople and for you, as an accountable manager. In this situation, patience is not always a virtue. The faster you can get a new CRM system up and running (or an existing CRM system properly configured), the better.
Read moreThe Fastest Way For a Sales Leader to Get a New CRM