Start Each Day By Reviewing Upcoming Activities & Notifications: Use the Sales Station dashboard to quickly see upcoming activities and notifications. This helps ensure you’re never missing any follow-up activity or new sales activity notifications.
Prioritize Outreach to Contacts Showing New Engagement or Surge Activity: When reviewing notifications in the Sales Station dashboard, pay close attention to new traffic activity, form fills, file downloads, and surge alerts. That way, you can ensure timely follow-up when an account or contact is showing greater intent.
Use Proposal Tracking to Time Follow-Up Calls Based on Document Opens: With the “Sales Documents” tool, you can create a tracking link for any document you want to send to your prospects. This link can be emailed, and subsequent downloads tracked.
This means you’ll know when your leads are reviewing proposals or collateral and can use that to time an opportune follow-up.
Keep Notes & Next Steps Updated To Maintain Awareness Across The Team: Detailed notes on your sales activity and deals will help to ensure your team doesn’t accidentally duplicate any outreach or can easily take over an account if you are away.