Dynamics 365 Lead Management: A CEO's Dilemma with Prospecting

Dear Bob,​
My account reps just don't prospect or even follow up on leads we provide! What can I do?
- Barb

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Dear Barb - 
​
One of the challenges that we often see from a CEO is really trying to drive account managers to do prospecting and to reach out and follow up on leads.

​A CRM system provides vision into what is happening, or not happening with leads provided to the account manager as well as vision of the sales VP and CEO.  

CRM = No place to hide.

The following example involves a manufacturer of a chemical extruding product that faced that dilemma and how a CRM system helped focus a light on the lead follow up process.
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​Enjoy

If you have any questions, don't hesitate to reach out. 

[email protected] or call me at 330.929.1353 x 5224.
​-- Bob