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Best practices for Sales Reps - Need Advice!
Hello everyone!
So, long story short: We've had Netsuite and have been using it as our CRM since 2008, but historically we've been very VERY lax about enforcing our sales reps to actually enter in any kind of sales activities (meetings, calls, etc). This has come back to bite us in the behind, as you can imagine. So now, we have implemented guidelines and processes for entering in phone calls, events, and to some extent, user notes.
To ease into the transition, here is what we've done over the past year:
- Outlook integration (for emails & events)
- Streamlined forms
- Implemented a ton of workflows to make entering SO/Opps easier
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