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That’s why we've expanded our mission to equip all customer-facing reps for pre-sales and post-sales, and the managers who make them great. This includes Sales Development, Account Executives, AccountManagers, Customer Success, and other customer-facing roles. So, now what?
Record notes in your CRM after making the rounds Record notes in your CRM from the field after each client or prospect engagement. Here are some baseline features we recommend: Route mapping based on capacity, priority, and geography Sales mapping software that integrates with your CRM lets you visualize your customers on a map.
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After that experience, and my previous experiences, and that of my co-founders, we all came to appreciate the value and importance of, what we know to be CRM — customer relationship management. What if you could literally chat with your CRM, and do so in a more appropriate medium of messaging?
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