Prepare with relevant context
Bring prospect research and connected account history into your sales workspace. Focus on the questions the team needs to answer, and distinguish recorded information from details that still need confirmation.
Solutions Sales workflows
Know the account. Move the conversation forward.
Prospect research, current account context and considered follow-ups in one working flow.
Talk about your businessA connected workflow
- Account context
- Sales conversation
- Review the update
- Follow through
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
The next conversation is easier when the team has the same context. We connect the research, records and follow-up work around your sales process, from preparation to the agreed next step.
Keep the record current
Use the conversations and sources you choose to prepare CRM updates. Make the proposed changes clear so the account owner can check important details before they become part of the record.
Follow through thoughtfully
Draft follow-ups using the account’s open questions, commitments and next steps. Route the draft to its owner with a clear review point, rather than losing the action in meeting notes.
In practice
What this could look like.
Before a call, your team gets the account history and open questions. Afterwards, a CRM update and follow-up draft are prepared together, ready for the account owner to review.
An example workflow, shaped to the systems and responsibilities of your business.