A sales representative is approached by a prospect who is having difficulty managing their customer data effectively and is struggling to track sales activity and customer interactions.
Which first step should the sales rep take to define the scope of a solution for the prospect?

Question

A sales representative is approached by a prospect who is having difficulty managing their customer data effectively and is struggling to track sales activity and customer interactions.

Which first step should the sales rep take to define the scope of a solution for the prospect?

Aneez vezhappilly · Accepted Answer

Frame the challenge.

Aneez vezhappilly · Answer

Assemble a diverse project team.

Aneez vezhappilly · Answer

Suggest organizing their data in a spreadsheet.

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