Thursday, July 2, 2009

Forecasting

Just a quick not to remind companies that CRM should be a replacement to spreadsheet style forecasting; NOT AN ADDED TASK to using the CRM.

Sales people hate getting bogged down with small stuff - activities are great, but if it is difficult to update an opportunity you're ultimately going to have stale data and end up taking more time to fix it at the beginning of each quarter instead of launching a real sales campaign.

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