Discovery – Workflows & AOR (e)

Workflows, SOP's and account ownership (existing)

What is your email address?*

Do you have account ownership rules already?*

e.g. sales reps can own accounts for up to 1 year after a sale; only sales reps who own accounts may call and sell to them.

Please list any current rules for gaining ownership of deal or prospect.*

Please list any current rules for removal of account ownership.*

How have these rules worked? Do they need to be improved? Please explain.*

Do you use your CRM to manage account ownership? Please explain.*

Do you currently have sales reps divided by territories or verticals? Or are you considering putting them in place?*

Have you had issues with reps stepping on each other's toes pertaining to a sale? If so, please describe below.*

How often should sales reps be in contact with accounts after selling to them?*

Should sales reps be able to own accounts they haven’t sold to yet?*

Do you have workflows or standard operating procedures documented in writing?*