Universal Containers has two sales groups. Each group has its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

Question

Business

Queen Bee

5 August, 03:19

Universal Containers has two sales groups. Each group has its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

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Answers (1)

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Alfredo · Answer 1

The use of a proper CRM.

Explanation:

A CRM basically means or translate to a Customer Management System.

A customer management system is an Information technology tool or software that enables companies to properly manage track and monitor their interactions and relationship with clients or potential customers.

Referring back to the question asked, the best answer to the question is to categories or segment the customer management system into teams and generate a unique assess code such that only the team working on a particular potential customer can access and monitor the status of interaction between a sales person and a customer within the same sales team.

This way, a third party sales team does not have access to the data of other sales team.