TheRealPezDog

Account Manager

How to handle accidently reaching out to someone else's prospect/client

So this morning I reached out to another AM's client by mistake (checked CRM but honestly missed that she was already talking to this client because they are in MY vertical, and NOT hers (but I digress on that))

Anyway, I realized what I did was wrong, so I emailed this AM and apologized (even included what I wrote which was very very harmless) and this AM responded to me saying not to do that anymore, that it makes our company look bad, and cc'd her boss. Like, WTF?

Had to come to the warroom to vent, being a stand up, honest guy it really fucking irritates me when I apologize for something and get a half-witted attempt to shame me instead of just accept my apology and move on, anyone else have a story like this? Am I wrong to be upset?

🏰 War Stories

13 comments

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funcoupons

WR Officer

👑

The other AM is being an asshole. People make mistakes. You owned up to it right away and apologized. She needs to get over it.

Rallier

Politicker

SDR Manager and Consultant

It sounds like you did the right thing. I've done this as well, and it's not nearly as big of a deal as account managers like to think. Super annoying on their part, but good on you

braintank

Politicker

Enterprise Account Executive

Everyone will have forgotten about it by tomorrow.

poweredbycaffeine

WR Lieutenant

☕️

There's probably a history of this happening to your colleague. I know it's happened to me before and I would get pissed when it was repeat offenders blaming "CRM visibility" when we all knew that was bullshit. Yes, it does cause confusion, but if you own up to it then it's all good.

The CC is probably to document that she has addressed the issue in the event that something comes back from the client in the form of bad feedback/churn threats.

TheRealPezDog

Notable Contributor

Account Manager

Good point about the cc, I didn't even think of that, thanks!

Chep

WR Officer

Bitcoin Adoption Specialist

Handled it like a champ. Screw the account manager for ccing the boss, but Karma is real and you will be much better off in the long run for handling situations like this with honesty.

Bittersweet0326

Politicker

Digital Business Associate

Good call on venting here vs going off on the other AM. It happens and sure it might not look great but if the other AM is decent they can turn it into a good thing. Don't worry about it, just get back and dominate the rest of the day.

Salespreuner

Big Shot

Regional Sales Director

You did a good gesture and the other AM - shitty one.

Sooner your results will speak,✅

Annonny

Big Shot

Account Executive

Accidents happen all the time. Pretty petty of her. We do that here sometimes, and if the person got further than we did or they get an appt with that individual, we just hand it over and on to the next. More will come no reason on getting hung up on one person!

SalesPharaoh

Big Shot

Senior Account Executive

good on you on owning up to what you did! I think she might have faced this before so she's annoyed by repeat trespassers.

JuicyKlay

Celebrated Contributor

Honestly this happens all the time, especially in the enterprise space with weird parent/daughter/sister company structures. Let the other AM know whether they or cool or not and if the client is weirded out, just say you're also on the company x account team.

JuicyKlay

Celebrated Contributor

and yes, that AM is a dick...

CuriousFox

WR Officer

🦊

No worries man it happens.

You did the right thing. The other AE has something else going on so her reaction isn't your responsibility.

Stay classy 🦊

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TheRealPezDog

How to handle accidently reaching out to someone else's prospect/client

13 comments

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