One Customer Record – all information from around the company should be linked to it. This puts information at the sales reps fingertips when they go to make the next sale or “up-sell”.

sony professional service center

Today, even small businesses are required to handle multiple tasks simultaneously. As a member of a professional services firm, it’s important to bear in mind that there are two opposing fears in the minds of the prospects you are selling to. One is the fear of the sales process itself. Recognize that the services you’re offering are of a specialized nature. In fact, it’s this specialization that has led your prospect into the conversation with you in the first place. The Address book page displays accounts on one tab and contacts on the other. When you open a record, you see a detailed list of contact information, open leads and opportunities, as well … Read the rest