Organize data and contacts thanks to CRM

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As you begin importing your data and contacts , consider answering these questions:

What data do I need to move forward in the entire sales process?

What data do I have available so far and how can I use/integrate it?

This type of attention will allow you to:

first of all, always associate a name with the relevant company and email address, an essential starting point to be able to start the sales process.

secondly, to take all the necessary actions to obtain the missing the benefit of using our student database information and thus progress in the conversion process.

Let's take an example: what is the basic information that your salespeople need to work effectively? The following is a valid outline:

Name

Surname

Agency

E-mail address

Phone number

Stage of the acquisition process in which you are

This last point proves to be decisive in finalizing the sale : depending on whether the potential customer is only at the beginning of his journey or is at the final crossroads that will lead him to the purchase, the marketing and direct sales actions to be prepared will be different.