Do reps work from lists, tasks, contacts or companies? Or something else?SOLVE
Nov 12, 2019 11:59 PM
This may seem like a silly question, but I will ask anyway. What screen do most outbound sales reps work from? I don't think the tasks screen is very useful because there is no way of prioritising tasks.
I think working from a filtered view of contacts or companies would be best, or else creating a list.
But then, I need to organise follow up call lists (because I don't want to use tasks because unimportant tasks could drown out very important tasks).
I considered queues, but putting tasks into queues is a clunky process that cannot be done from all areas.
I don't know the best way to prioritise my calls after I have contacted them. Could anyone offer advice please?
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Nov 13, 2019 4:42 AM
Great question, and there's no hard and fast rule on this, but I can give you the benefit of our experience.
I agree that Tasks can get onerous and overwhelming, especially if notifications are switched on - even a low-volume, high-value business can see a seemingly-unmanageable number of tasks piling up in a very short space of time.
I've found that, in most cases, a combination of Deal Board and Lists works best. Assuming that all notes and interactions are logged, this provides flexibility to the rep, in terms of how they prioritise and work the contact - be it by heat (lead score), working backwards from latter deal stages, or time since last interaction. The latter could be achieved using an Active List, that shows owned contacts within certain deal stages that haven't been contacted for X days, for example.
We've never had any problems with contacts slipping the net, using this approach. Hope it helps provide an option, at least.