LESSON 9 OF 11
Note Down & Follow Up
In any sales activity the fortune is in the follow up. This module covers some basic do’s and don’ts when it comes to making and using notes for future sales activity. In addition we look at the use of CRMs (Customer Relationship Management) tools versus a basic Excel spreadsheet.
What are you going to learn?
- How to note down the most relevant information for future use
- How to identify what information you will need to extract to follow up
- Three top (free!) CRM packages
- The importance of grouping data and how to do it
Please complete the following tasks before moving to the next lesson.
DIY Task
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