Sharpen your focus in sales: Recognize the urgent offers
Posted: Thu Jan 30, 2025 8:14 am
The collaborative and communal nature of our CRM software is very important to us - we do not want to encourage colleagues to "isolate" themselves from one another, especially in sales , but rather believe that transparency in sales has enormous potential for motivating all employees. Instead of just keeping an eye on our own sales and maximizing them, we also want to focus on the community when it comes to offers. Every employee can see all offers and their status, including the monetary value. Thanks to the transparency and documentation of all events in the offer, concerns about misuse have so far remained unconfirmed. On the contrary: Our experience and customer feedback show that transparency has led to a more positive atmosphere in the team and the fixation on key figures and individual customers has been somewhat reduced.
We definitely want to maintain this transparency because we think it is exactly the right way for small and medium-sized companies. Despite all the transparency, it is important to keep the focus in order to see the urgent and important offers directly. Some of our customers have several hundred offers open at the same time that need to be managed and won.
We are pleased to present some costa rica telegram screening details that will help you to avoid overlooking any urgent tasks in the future and to keep your offers better organized.
My observed offers
The function for monitoring people or offers runs through the entire CRM system and helps us to identify which pages are particularly important for each individual employee. If you create an offer, write notes there or a colleague informs you, then you automatically monitor an offer. This allows us to significantly reduce the number of all offers for several employees and only display the relevant, monitored offers. In the right-hand column of the offers you will find the option to display “only my monitored offers”.
We definitely want to maintain this transparency because we think it is exactly the right way for small and medium-sized companies. Despite all the transparency, it is important to keep the focus in order to see the urgent and important offers directly. Some of our customers have several hundred offers open at the same time that need to be managed and won.
We are pleased to present some costa rica telegram screening details that will help you to avoid overlooking any urgent tasks in the future and to keep your offers better organized.
My observed offers
The function for monitoring people or offers runs through the entire CRM system and helps us to identify which pages are particularly important for each individual employee. If you create an offer, write notes there or a colleague informs you, then you automatically monitor an offer. This allows us to significantly reduce the number of all offers for several employees and only display the relevant, monitored offers. In the right-hand column of the offers you will find the option to display “only my monitored offers”.