Tips, Tricks & Best Practices

NDooly
Participant

Next step Property

SOLVE

Hi

I'm looking to create some best practices in my CRM.

For all open opportunites, I'm asking sales to update the "next step" property as follows:

"initials, date of entry & next steps of the deal". For example. 

"ND, 07/08, Demo on 25/08". or "ND, 07/08, prospect has gone radio, LVM today".

What am I missing? Am i getting sales to double enter data if they've created a task with "next activity column". 

All suggestions welcome, 

Tks,

Neal 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Next step Property

SOLVE

@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is the only option in the free CRM.

 

Keep in mind however that this is probably one of the things that will be neglected on a busy day. It is double work and will probably feel like a chore to reps.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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NDooly
Participant

Next step Property

SOLVE

I lead the sales function, so this property (with text) allows me to get an brief overview of the specific next steps on each deal without having to speak directly with the AE. The column with date of next activity doesnt give a brief overview of next steps, its just a date. The text within the property is another safeguard to make sure that the AE's are updating their deals in the CRM (free version).

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Next step Property

SOLVE

@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is the only option in the free CRM.

 

Keep in mind however that this is probably one of the things that will be neglected on a busy day. It is double work and will probably feel like a chore to reps.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Next step Property

SOLVE

Hi @NDooly,

 

Could you explain how exactly you're going to use this field? Why exactly do sales reps need to maintain this and why is them scheduling a meeting not sufficient?

 

This definitely feels like double work. A static text field could also cause issues when meetings are rescheduled, for example.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes