askMeathead
How do you keep Sales Management informed? CRM only?, Weekly Reports?
9
I currently just have the CRM, a spreadsheet, and a 1:1
CRM, 1:1, weekly meeting, Slack
SFDC, weekly team calls, monthly one on ones.
CRM, 1:1s, and slack for ongoing updates
how do i? or how would I like to?
Currently weekly team meeting, 1 on 1 slack and emails.
How I would like it to be? 1 on 1 an an updated CRM.
Currently weekly team meeting, 1 on 1 slack and emails.
How I would like it to be? 1 on 1 an an updated CRM.
I suck at CRM but I'm a great upward communicator. My boss always knows what I'm working on because I'm usually asking something from him or copying him on something I asked from someone else.
Apart from the normal, subtle / indirect communication is good:
- a random slack message out of the blue (โXx, got my 100th deal for the fiscal. Just thought Iโd drop a quick note since I feel good about itโ)
- find their special tribe (right hand / counterpart / etc) and intelligently communicate the message to the tribe. Would reach your management soon.
- weekly/monthly report card over email: list down the key achievements in short and crop bullet pointers and put it on email asking for nothing in return
- a random slack message out of the blue (โXx, got my 100th deal for the fiscal. Just thought Iโd drop a quick note since I feel good about itโ)
- find their special tribe (right hand / counterpart / etc) and intelligently communicate the message to the tribe. Would reach your management soon.
- weekly/monthly report card over email: list down the key achievements in short and crop bullet pointers and put it on email asking for nothing in return
CRM and Boostup (forecasting tool)
CRM, 1:1, weekly team call, QBR
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