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?
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