What: Run a report to find any deals that are missing attachments to ensure quality and customer service. Who: Sales Managers Goal: Ensure all deals have attachments Value: Documentation and Clarity: Attachments and SOWs provide detailed documentation of the terms, conditions, and deliverables associated with each deal. This clarity is essential for both your sales team and clients, ensuring everyone understands the expectations. Risk Mitigation: Clear and well-defined attachments or SOWs help in mitigating risks by minimizing misunderstandings or disputes. They serve as a reference point to resolve any disagreements that may arise during the course of a project. Customer Satisfaction: Having a well-structured SOW ensures that customer expectations align with the deliverables. This contributes to overall customer satisfaction, as clients will have a clear understanding of what they can expect from your products or services. Internal Communication: Attachments and SOWs facilitate effective communication within your sales and marketing team. They serve as a comprehensive source of information, enabling seamless collaboration among team members. Performance Measurement: These documents can be valuable for analyzing the success and performance of each deal over time. By reviewing the attached details, you can identify patterns, assess what worked well, and make informed decisions to optimize future strategies. In summary, incorporating attachments or SOWs in each deal won adds substantial value by ensuring transparency, reducing risks, enhancing customer satisfaction, improving internal communication, and providing a basis for performance evaluation.
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