When managing opportunities, we often have a workflow rule that forces the user to type in why the opportunity is qualified. One of our industrial sales clients took this a step further by providing staff with scorecards that prompt the user to answer a series of questions – and get a decent score – before they can progress the opportunity along.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

Book a meeting

Enjoyed this article? Share it with your community!