Here’s traits our customers can share to varying degrees:

• A crm in place yet few (if anyone) fill it in properly
• A word doc or spreadsheet for a specific task evolved (may be for call reports, account plans or extra forecast info for instance) yet again it rarely gets filled in and are a nightmare to collate
• Training-related or management sponsored selling initiative starts promisingly yet never quite builds on such momentum

They all appreciate the benefits a written memory for the sales team would introduce:

• Traceability
• Audit intel
• Being able to show the boss the finger’s on the pulse with a simple click

Yet the sales people, even despite the best of intentions, always happen to do something else ahead of the recording management want.

This is where we come in. Whatever the written memory required to be recorded, kept, shared and utilised, we make it happen. It can encompass all sorts of vital processes that once intel is captured for, then sharing it across the team unleashes significant and tangible benefits.

Examples include:

• Forecast actions lists
• Certain pre-call plans
• Call reports
• Logging third-party ‘influencer’ conversations
• Cross-territory connections
• Board presentation feedback
• Qualification checklists
• Account security details
• Personal development plan updates