How much time do you spend getting your notes around a client and a deal organized?
How much time do you spend organizing notes around a deal?
Attached poll
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5
shitty options on the poll. I take notes and organize as I go.. isn't that what a CRM is for?
Yea I feel like that's a pretty basic part of the day-to-day in sales..
This is going to vary widely depending on size of customer as well as AE and their role - SMB would be foolish to spend 10+ hours on a single customer, while strategic would be foolish not to.
I am the lonely 10 vote ๐
on the go should be an option here. Its not like a write notes, wad them up and shoot baskets with them just to gather them up later.
Virtually none
type as you speak
Nothing!
none
I try to do as little as possible so I can spend more time on actually selling. That being said, still have to keep yourself up to date, so 1-5 seems right
You do about 30 minutes of work prior to the call for each new customer. Take notes on a call, then another 15 minutes after cleaning up. From there, itโs just maintaining your pipeline which might only take a couple of minutes per conversation.
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