Sales Tools

Keeping Track of Your Prospective Customers

By Lori Richardson Sep 6, 2005, 3:23:04 AM

Quite simply... how do you do it?
It is a topic near and dear to my heart - one of the biggest reasons people lose sales is that they lose track of where they are in the sales process - they forget about what the issues really were - they lose interest, or the prospective customer loses track of how you were going to help them.

Notice my focus is on tracking opportunities, or deals -- not tracking prospects - because you could have multiple opportunities with one single prospective customer.

An opportunity has a start and end. A prospect doesn't. This is why it is so powerful to track a potential deal. It can end, one way or the other, and you've captured prospect or client info for the next time around - but it is always evolving this way - always moving forward. If you have not tried this, think about that for September or through the end of the year.

I'll be attending the Salesforce conference in San Francisco next week. They make the most widely used web-based CRM (customer relationship management) program available. It is a tool to track sales opportunities. I will follow up with you on tools and process - and your questions on these topics will be appreciated.
For now-
How do you track your sales opportunities?
Does anything ever slip throgh the cracks?
If so, what happens?
If it is not working well, how do you plan to change your process?

Lori Richardson
Written by

Lori Richardson

Lori Richardson is Founder & CEO of Score More Sales, a top B2B sales strategy firm helping mid-sized companies grow revenues by solving key sales issues - like recruiting, retention, building an inclusive sales team, process, pipeline, and leadership. Lori is also the President of Women Sales Pros - a community created to increase the number of women in sales, as well as in AI-powered and sales leadership roles. She speaks to CEOs on topics such as sales growth, the power of mindset, and the importance and value of a strong sales culture. Clients include companies in the technology, telecom, manufacturing, distribution, and professional services industries. Salesforce named Lori a Top Sales Influencer in 2021 - 2025.  Lori has been named a top sales influencer over the years by LinkedIn, as well as many other companies and organizations. Her book, She Sells, is on hiring more women for B2B sales roles. Subscribe to the award-winning blog, follow her on Instagram, X, and LinkedIn.

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