SSB 8/25/24: How To Track All Of Your Deals

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How to keep track of all of your deals

Hopefully, you have a lot of deals in play, and if you do, how do you manage them?

Effective deal tracking is essential for any salesperson aiming to close more deals and maintain strong customer relationships. Here are several strategies to help sales professionals keep track of potential deals:

1. **Utilize a CRM System**: A Customer Relationship Management (CRM) tool is crucial for managing potential deals. It allows salespeople to log every interaction with prospects, set reminders for follow-ups, and monitor the progress of each deal. Popular CRMs like Salesforce, HubSpot, or Zoho provide customizable pipelines to visualize where each prospect is in the sales process.

2. **Prioritize Leads**: Not all leads are equal, so it’s essential to prioritize them based on their likelihood to close. Use a lead scoring system based on factors such as the prospect’s engagement level, budget, decision-making power, and urgency. This helps focus efforts on the most promising deals.

3. **Maintain a Deal Pipeline**: Keep a clear, updated pipeline to track deals at various stages – from initial contact to negotiation and closing. This visual representation helps in understanding the overall health of your sales process and identifying bottlenecks that need attention.

4. **Set Follow-Up Reminders**: Regular follow-ups are key to nurturing potential deals. Use your CRM or calendar to set reminders for when to contact prospects again. Automated reminders ensure that no lead falls through the cracks and helps maintain consistent communication.

5. **Review and Reflect Regularly**: Regularly review your pipeline to assess the status of each deal. Reflect on what’s working and what’s not, and adjust your strategies accordingly. This practice helps in staying proactive and making data-driven decisions to improve sales performance.

By integrating these strategies, salespeople can efficiently manage potential deals, increase their chances of closing, and ultimately drive more revenue.

Jancast #174 is now available, delving deeper into the connection between cleaning and science.

Why pathogen control is still essential?

In this week’s episode, we go a little deeper into the relationship between “Day Cleaning” and all of the current science related to getting the best results of pathogen control. All of this sets up the coming increase in the global surface disinfectant market to $1.24 billion dollars, are you ready?

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