All About Selling >> Client Relationships >> Sales Workflow: Where are the holes?
Sales Workflow: Where are the holes?
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Posted about 1 month ago I want to learn where the "holes" are in the sales workflow, where details fall through the cracks - expecially due to verbal conversations. Some examples: - Capturing customer requirements - Handoff to/from inside sales - handoff to order team/product delivery Thoughts? |
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| Posted about 1 month ago Details fall through the cracks from the get go if the interpretation of the customers needs is not LISTENED to. Then it gets worse as it goes from department to department because office politics and poor communication kicks in. Someone may not work well with another and that really creates havock on the whole issue. You need good listening skills, good recording skills and reporting. You need departments that don't have people that are trying to outshine eachother so that the information flows freely, with all the pieces intact. |
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| Posted about 1 month ago our breakdown is when we handoff. I need a formal contract that I sent to have written Friday and here it is Thursday and it still was not complete yesterday.The forms are in the computer and all that is needed is the proper name and terms. No sense of urgency,refusal to stay a little later to complete the task or work on it before the work day starts. The time is now to grow and learn as much as possible. Take action and responsibility for your actions
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| Posted about 1 month ago The capture of the information is up to the sales rep. If you do not make clear and concise paperwork to pass on to the ones who make it look good on paper, how do you expect them to do a great job. You CAN NOT assume that the little unimportant things will be filled in for you. It is up to you to make sure all the documention and agenda's are followed up on. The people in the admin role may not report directly to you as well and your work is side swipped. So there are alot of things that create holes. Rich, if it is taking that long to get paper work completed the person is not doing their job. They lack the desire to provide quality, fast and efficient service to the company. This shows a lack of respect as far as I am concerned. |
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| Posted about 1 month ago Lori. It is a lack of organizational skills and setting priorities. The contract was half done today and will be completed tomorrow. I had to correct the language today.The head was not in the game. The time is now to grow and learn as much as possible. Take action and responsibility for your actions
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| Posted about 1 month ago ah ha, and what excuse is there for the head not being in the game? |
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| Posted about 1 month ago LOL well she is a woman! LMAO. Kidding of course. Lots of reasons couch couch excuses. first a massive headache. worrie about foot surgery, pissed off as the owner had to correct a long time issue that is a huge problem, thinks she is overworked when in fact if organized can do more than what is being done now. Lacks the ability to multi-task. Way to many excuses for not being in the game. The time is now to grow and learn as much as possible. Take action and responsibility for your actions
Join me at http://twitter.com/rich34232
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| Posted about 1 month ago lol, I manipulate my boss daily. Get him to think in the direction I want to go. Just takes a balance of timing and cunningness (is that even a word, lol) We need to discuss how to corrupt the boss into doing things we want them too. |
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| Posted about 1 month ago Rich It sounds like the coworker isnt too interested in the most important part: the customer. Is there some way to motivate the person, make them feel important that could engage their focus to make sure the contract is right and completed before you even have to follow up with them? |
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| Posted about 1 month ago James nope she has been there to long . The other day she became angry with a client who called and kept interupting her.In reality it was her who interupted the cleint from speaking.She does not understand sales nor the new climate concerning the client needing and wanting us. The old school thought process they are calling us and want us we are more important than they are is still inprinted on her brain. The differenc between collecting a pay check and working for a paycheck. The time is now to grow and learn as much as possible. Take action and responsibility for your actions
Join me at http://twitter.com/rich34232
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