Simon’s Results
Your Sales Recovery Dashboard measures your performance across 4 areas of growth, outlined below.
Sales Habits | |
Lead Generation | |
Process & Systems | |
Marketing Habits |
Based on your results, our Sales Recovery Team suggest you consider the following personalised Task List to help you get started.
Task List
- What are the top 3 CRM improvements could you make that would improve prospects experience whilst improving your efficiency? (consider client portals, self-service member areas, online price configuration tools)
- Write down 3 things you could do to get more from your current lead sources.
- Write down 3 possible ways you could automate some of your lead nurturing activity.