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Jesse Kliza Says, on 9-3-2008 at 13:50:02     

Nice post Mike.

Once the list of possible objectives is defined, I would go as far as to say that in your CRM system, you would want to include the objectives as something that is selected when scheduling a call or adding an activity note.

Then, provide a check box to mark if the objective was met.

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Mike Says, on 9-4-2008 at 21:22:20     

Good idea! We try to reflect our processes in our systems/tools as much as possible - this is a nice example of that.

Mike

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Best of The Sales Management Blogs - Sales Tips and Advice for Sales Managers - Ask The Manager Says, on 9-22-2008 at 00:58:25     

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