Eric86

Business Development Manager

New Company I joined is super secretive with CRM data

I joined a new company selling technical prof services about 3 months ago. The training was very limited, but the strangest thing is I only have insight into my own contacts in the CRM. Zero visibility into what else the company has in the CRM or other deals won/lost. They also won't share the names of other sales people or deals they closed or companies they've worked with. i have about 12 years experience and 10 in tech. is that weird? I've never seen it before. thanks.

🔎 Prospecting

👑 Sales Strategy

💽 CRM

26 comments

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jefe

Arsonist

🍁

Did you just delete and repost?
Either way, massive red flag and super weird. I'd be concerned as to why.

CuriousFox

WR Officer

🦊

Yeah I thought I done seent this 👀

Wellss

Tycoon

Channel sales

So how are you supposed to know if someone is already a customer before reaching out?

Pachacuti

Politicker

They call me Daddy, Sales Daddy

They probably got burned by previous reps. You’ll have to just live with it.

HVACexpert

Politicker

sales engineer

How bad could it have been that a rep was stealing information? It must of been rampant and widespread to deserve such a reaction

Sunbunny31

Politicker

Sr Sales Executive 🐰

Years ago, at a previous employer, a rep allegedly downloaded the entire CRM of contacts on his way out the door. Things got much tighter after that.

FoodForSales

Politicker

I once "accidentally" downloaded every contact in the CRM into my Outlook. I honestly don't know how it happened, but one day they were all there.

Eric86

Contributor

Business Development Manager

I found it very strange. It’s a “hunter” role and they want me bringing my own contacts to the table. But it certainly makes things easier to build a new book if you can leverage past successes the company has had.

Phillip_J_Fry

Opinionated

Director of Revenue

Feels scammy. I could maybe understand a probationary period before getting access to client info/contacts, but to not know sales people in your own org is weirdddddddd.

Sunbunny31

Politicker

Sr Sales Executive 🐰

Have they been burned by a departing rep downloading key data? Are they concerned that their info is going to be swiped and used elsewhere?
I'd ask your direct report if there's an actual reason for it, and your reason for wanting to see the information is a very good one, so you could bring it up.

HVACexpert

Politicker

sales engineer

Yeah if he balks at the questions or gives you a BS answer that would worry me further

Sunbunny31

Politicker

Sr Sales Executive 🐰

I always ask a LOT of questions about why things are a certain way. Helps me understand motivation and the reasoning behind things.

DataCorrupter

Politicker

Account Executive

This was my first thought. Definitely weird, likely some reason they do it (doesn't make it right though). See what you can find out about why its that way.

Diablo

Politicker

Sr. AE

No way, you mean the whole company is running in disguise? Did they give any reason?

Eric86

Contributor

Business Development Manager

I’ve asked, just was told that’s the way we do things here. Needless to say I’m looking.

DungeonsNDemos

Big Shot

Rolling 20's all day

That’s definitely strange. How can you story tell to prospects if you don’t know who your customers are?

pirate

Big Shot

🦜☠️ Account Executive

To be honest I think in my company they should hide out a lot of the accounts and what they have

HVACexpert

Politicker

sales engineer

My first thought was perhaps some customers they have there is some sort of heavy NDA? Maybe government work and they want to keep information protected?

oldcloser

Arsonist

💀

Did think I answered this. Yeah you’re stuck with it. Zendesk by chance?

GDO

Politicker

BDM

what? they do not share the names of other sales people? How can you learn from one another? They do not give you logo's they signed?

Beans

Big Shot

Enterprise Account Executive

That is super sketchy - I'd start asking why and see if it gets you canned.

LambyCorn

Arsonist

A mfkn E

Huh. Definitely odd. Is there any other things that has made you lift your eyebrow and brushed it off? Maybe more clues can give you a better image as to whats going on

LambyCorn

Arsonist

A mfkn E

Maybe they have had experiences of something snatching company info and selling it to a competitor?

Kosta_Konfucius

Politicker

Sales Rep

What does leadership say when you ask about this

High AE turnover there? History of poaching perhaps. The service might be commoditized. Or you just simply don't need this to be successful

CRAG112

Valued Contributor

Account Executive

Sounds like a literal example of expecting sales people to do it all on their own.

May fortune favor you on your next role. They clearly don't trust or value their sales people.

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If you are hired as a contract sales rep by a Bravado customer, we may ask you to prove access to the employee email account provided to you by that customer. This data will be shared with customers to track your sales productivity; customers can use this data to confirm you meet the minimum activity requirements to pay out your ramp stipend and commission.

Eric86

New Company I joined is super secretive with CRM data

26 comments

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