The customer meeting does not end with a handshake at the end. Regardless of whether an acquisition meeting was successful or not, if you are working towards long-term customer loyalty and improving your own sales, thorough follow-up is essential.
Follow-up does not have to cayman islands telegram screening take long, but can be done quickly and easily with the help of a suitable CRM system. We will show you six steps that you should follow
Entering appointment notes into CRM
When you return from the appointment, it is worth transferring the fresh impressions and appointment notes into the CRM as soon as possible. If they have not yet been recorded, start with the person you are talking to: name, company, telephone number, email address and so on.
Information that goes beyond the contact details is also valuable. What is the customer's background? Did they talk about previous projects and employers? Did they talk about hobbies? Is they more of a sober technician, a meticulous businessman or an emotional visionary? Such information is extremely helpful for further interaction and at the same time provides an easy hook or conversation starter for the next call. It also helps colleagues who have not yet had the opportunity to meet the customer in person.