Investing in a sales methodology is a significant decision that requires an investment of time, people, training, and systems to ensure success. Often, problems can arise when driving the right behaviors of sales teams and communication.
Here are some tips on how to coach reps and communicate asynchronously to drive better compliance with your process.
Open the Opportunity Grid view to show the necessary fields that you want to see - let's use Next Steps as an example.
Here are the two main ways to comment on the record to tag a specific rep
a. Use Scratchpad Commenting and tag a specific rep
OR
b. Comment in an individual field
The rep or individual tagged will see a purple triangle in the top right corner of the field to alert them of your comment so they can review and take action.
🎉 That's it! Rinse and repeat as needed! See it in action! ⬇️