Is your CRM lying
A manager finds out whether the CRM record matches what is really going on.
8 questions · a couple of minutes
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Question 1 of 8
Who records what was said with the client, and when?
Question 2 of 8
What does the “Negotiation” stage mean in your pipeline?
Question 3 of 8
The deal amount in the record. Where did it come from?
Question 4 of 8
At the meeting the record says one thing and the rep another. What next?
Question 5 of 8
A deal has been sitting on one stage for a while. Do you know why?
Question 6 of 8
The numbers in the report on your desk. Who put them together?
Question 7 of 8
Bonuses are paid from the records. Who checks the deal really closed?
Question 8 of 8
When did you last compare a record with the actual conversation?
Result
What to fix
What already works