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CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
After a good meeting, the CRM is the last thing anyone opens, so stages, values and sponsors go stale. The pipeline review then runs on numbers the sales director knows are wrong.
How it works
- Staff call or tap a button straight after the meeting
- The agent finds the opportunity and reads back its stage, value and close date
- Asks what changed, who decides, the next step and any risk
- Updates the stage, value, contacts and tasks in the CRM
- Reads back what it changed so nothing is updated wrongly
What it connects to
- Daniel (engagement director)Just left Merriton Healthcare. Update the opportunity.
- AgentThat's the Merriton revenue cycle review, 640 thousand dollars at the proposal stage, closing 30 November. What changed?
- Daniel (engagement director)They want two phases. Phase one is 280 thousand, decision by the end of the month. Their new CFO, Joanna Pryce, is the sponsor now.
- AgentGot it. Any next step or risk to note?
- Daniel (engagement director)Send the phase one proposal by Friday. The risk is they're also talking to a larger firm.
- AgentUpdated in Salesforce: phase one at 280 thousand closing at month end, phase two at 360 thousand moved to next quarter, Joanna Pryce as sponsor, the competitor noted, and a task for you due Friday.
Illustrative conversation. Names, numbers and details are made up.
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