Best Practice for Sales People managing Customers? Need Help
Can anyone help me with either experiences or best practices on the best method for implementing a GTD system for a sales person.
I manage about 100 customers in Oklahoma and have approx 2-5 opportunities I'm working to close for each.
We use Salesforce.com for our CRM, so don't want to duplicate CRM functions and Opportunity managment, but I need to manage the process and tasks, projects for managing a sales to customer (complex , lasts 6 months on average and has 100's of meetings and tasks for each sale)
I'm not sure how to code my GTD system. Should I make each customer a "project" and then have sub-projects for each Opportunity and then track tasks for each sub-project?
I use an IPAD for most of my mobile connectivity and want to use a native Ipad app for tracking this while on the road (Thinking of Pocket Informant HD)
Can anyone help on how to set up my system the best for a sales person managing multiple accounts?
GTD and Sales-one thought
I am in sales and am recently new to GTD and am still feeling my way on how to manage customers.
A goal of my GTD practice is to incorporate the maintenance aspects of a CRM into my GTD system and not have to rely on a separate CRM altogether.
My setup by the way is Microsoft outlook syncing with Toodledo online and mobile.
The nature of my business is that I have about 10 major clients but I have set a realistic goal this year to engage 20 prospects (5 per quarter) and turn them into clients.
So "engage Company x" is not really a project as it has no definitive desired outcome and may not have a deadline within a year.
IN terms of GTD practices "Get company X as a client" IS a project by definition and I can I can assign legitimate next actions and notes with in my project folder.
I still haven't decided how maintenance should be done with my existing clients maybe they are areas of focus or maybe they do not require overall tracking at all other than indiviual projects and initiatives. Perhaps a tag is all that is needed to I can look up at a glance what am I doing,/what have I done with Client Y...
I would love to hear from other sales people to either confirm or hear other ideas on how this is approached and managed.