Every call moves the deal, or books the next.
A sales floor loses more to forgetting than to losing. Somebody said ring me in a fortnight, it never got written down properly, and a fortnight later they had bought from somebody else.
For teams whose job is to sell on the phone.
Four things that cost you, and what happens instead.
Every answer has a page of its own with the thing running on it. Follow any of them if you would rather see it than read about it.
Deals go quiet without anyone noticing
Nobody can tell which ones have stalled. They all sit in the same list, and the deal that has not been touched in three weeks looks exactly like the one that was spoken to this morning.
Stages that mean something
A deal sits on a stage, each stage carries its own odds of closing, and moving one writes down who moved it and when. So the deals that have not moved in a fortnight are something you can list, rather than something you have a feeling about.
See deals & pipelinesNew leads sit until Monday
Everyone works the top of the list or their own favourites. A lead that comes in on Thursday afternoon gets rung on Monday, by which point somebody quicker has already answered them.
A new lead is worked the same day
A lead can start its follow-up the moment it lands rather than the moment somebody notices it: the first email out, a call put on the right person's list, a reminder if nobody has rung by Tuesday. It can also sit in a team's queue for whoever is free to pick it up.
See auto-enrollmentReps guess where they stand
A rep does not know they are behind until the last week of the month, and nor does their manager. So the conversation about it happens at the point where nothing can be done to change the number.
Where you stand while you can still fix it
Set a number on a person or a team and it is worked out from deals actually won and work actually done, at the moment you open it. It shows how much of the month has gone as well as how much of the number has, which is a very different conversation on the second than on the twenty-eighth.
See goals & leaderboardsA handover loses everything
A lead changes hands and the new rep inherits a name and a phone number. Everything said, promised or objected to belonged to whoever had it before, and most of it was in their head.
The record hands over, not the rep
Every call, text and email with that person sits on their record in the order it happened, next to every change anybody made to it and who made it. The new owner reads what went on instead of asking the person who left.
See activities & timelineWhat you would actually use.
6 of the platformPeople who read this usually read one of these.
By who you are
Show us a deal that went quiet.
Walk us through one that got away and we will rebuild it here: the stage it stalled on, the call that should have happened, and who would have been reminded to make it. It is a more useful half hour than a list of features.
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