![]() This is done in Daylite by creating an opportunity and filling in as many details as you need so you no longer have to rely on your memory alone to recall important information about the potential sale. To track sales you first need to capture them so you can keep track of how many potential business deals you have going on so you can prioritize. In this post we’ll outline the key steps of building your own sales cycle in Daylite, and how you can leverage some of the new features in Daylite 6 to make tracking sales even more efficient. Tracking sales involves crafting your own sales cycle with multiple client touch points at the right time. “If you are not taking care of your customer, your competitor will.” With an overwhelming number of possibilities for your customer to choose from, you need to be actively tracking sales with multiple touch points to make sure you’re winning each potential business opportunity that comes along. Tracking sales is crucial to winning new business.
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