RckChlkG33k

AE (Account Executive)

Valued Contributor

Don't Be Stupid Like Me

I was a rockstar at my last company. I was training new hires, managing a team, and leading North America in total deals and revenue for my Fortune 500 company as an SDR/Inside Account Manager paired with Outside Account Managers.

I took a new job with a smaller company as an AE where I was able to double my OTE. My new base is higher than my old OTE. I didn't think they were a direct competitor but my old company disagreed and let me go the same day I gave notice. I was banking on having some time to close things up with my old accounts and take notes of some of the best years of my career, but I didn't get it.

With my CRM access pulled and all access to my notes gone, I was left with a bunch of stories about how awesome I was without many specifics.

I've sold and closed hundreds of deals in my life, but the specifics of those deals, sometimes even the customers, can get fuzzy.

Do yourself a favor and write down your big wins. Use the deal tracker here, a google doc, or even a notebook, but write them down! My stories without details start to sound like the guy who was really good at football in High School but doesn't play anymore because he got hurt. Without details, the stories he tells sound like fiction.

Do you wish you had more detailed records of your previous wins?

Attached poll

Yes The Past is in the Past What's a win? I haven't had one of those before.

*Voting in this poll no longer yields commission.

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18 comments

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Gasty

Notable Contributor

7

War Room Community Manager

I need a gong in me.
Wait, that just sounds wrong.

RckChlkG33k

Big Shot

2

AE (Account Executive)

Whatever closes the deal

1nbatopshotfan

Politicker

6

Sales

Never give your two weeks without copious note taking beforehand

TheNonRy

1

Technical Field Sales

Truth!

UrAssIsSaaS

Arsonist

3

SaaS Eater

Bummer to learn this the hard way but a good reminder for anyone, especially if you are thinking about moving roles.

A lot of sales orgs are going to let you go the day you put in notice, not all, but its fair to assume that will happen so have your ducks in a row before you put in your notice.

CatMom

Politicker

3

Account Executive

ugh thank you for this reminder! I'm kicking myself for not keeping better track of this - even just company names would've been so smart to keep written down somewhere!

jefe

Arsonist

3

🍁

Ouch, I started doing that several years ago and it's been really helpful when discussing past performance.

ADudeBeingAGuy

Politicker

3

Account Executive

Sahil is that you?

RckChlkG33k

Big Shot

0

AE (Account Executive)

I’m flattered but no

Pachacuti

Politicker

3

They call me Daddy, Sales Daddy

Good lesson. My last company did the same to me - fired me the day I gave notice.

I learned a long time ago that you need to be able to walk out the day you give notice. You may be a nice guy with altruistic goals and interests, but not everyone sees it that way. Take home everything you want to keep before you give notice....in fact do it a couple weeks in advance so there's no suspicion.

BluecollarRep

Good Citizen

3

BDR (Business Development Rep)

A detailed history of wins is leverage for promotion.

alonzoharris

Politicker

2

Partner Manager

Is this an ad for Seller Portfolio?

RckChlkG33k

Big Shot

1

AE (Account Executive)

Not intentionally, but the thought did come as I was trying to fill it out and realized I only had 3 deals I could give details on from memory.

Sunbunny31

Politicker

2

Sr Sales Executive 🐰

Many reps have shared how they have kept track of every deal. It also helps you to ensure your commission tracks properly. I started with an excel sheet, and I still have a copy of it.

lisa

Notable Contributor

1

Product @ Bravado

Pro tip: There's a CSV upload feature in the Performance Index where you can send us a file of all your closed/won deals, and we'll upload it for you!

RckChlkG33k

Big Shot

0

AE (Account Executive)

I would have needed to have written them down in a csv, but that’s a pretty cool feature.

lisa

Notable Contributor

0

Product @ Bravado

Yah it's more if you remembered to download them from your CRM before you left but I feel ya

TheNonRy

1

Technical Field Sales

I would love to remember what I’ve done, but I also have a tendency to let the post go. I guess that’s part of former athlete syndrome. It’s ingrained to move on to the next play.

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