The importance of Follow-ups and Tasks in the Sales Process ??

Sales reps often struggle to know what to do next. Should you set another meeting? Send them some follow-up emails? Or should you just leave it for now? These are all common questions that sales reps ask themself. Knowing the right follow up and task strategies can make the difference between keeping a lead and losing them forever.?

At the end you consider whether you should pick up the phone again and call the potential customer or how to phrase a follow-up email most charmingly. There are several reasons why the use of Follow-Ups as tasks in a CRM system fails. In this blog post, we would like to offer you 4 concrete tips on how to use Follow-Ups as tasks more efficiently.

1. Set Follow-Ups as tasks in a smart ToDo Management

The first and most important step is to set Follow-Ups as tasks. If you use a CRM like Salesforce, you can set task for this. The problem about using the CRM's Task Management is that it's not really user friendly. That's why a lot of tasks get lost and the Follow-Ups don't get done. Instead of your CRM use a sales specific smart ToDo tool like Dealcode. Dealcode has a user friendly interface and shows you all open tasks wich are always related to the fitting deal. There are a lot of features like next activity recommendations and deal-related Account Insights that supports you to be more efficient at your Follow-Ups.

2. Structure your Follow-Ups

Once you have created the Follow-Up as a task, it is important to structure it well. This means that you should add all relevant information to the task, such as the contact person, the company, the product or service, and the desired outcome of the Follow-Up. It will ensure that everyone involved knows what the Follow-Up is about and what needs to be done. If you use Dealcode this is automatically the deal-specific information like contace person, last activities and so on are already related to the task so you don't have to spend any extra time on it.

3. Use different channels for different types of Follow-Ups

Not all Follow-Ups are equally important or need to be carried out immediately. Therefore, it makes sense to use different channels for different types of Follow-Ups. For example, you can use email for less important Follow-Ups, while more important ones could be done by phone or in person. This way, you can prioritize your Follow-Ups and make sure that the most important ones are done first. Dealcode shows you wich channel you could use for your next Follow-Up to increase the winning probability.

4. Delegate Follow - Ups

If you have too many Follow - Ups, it makes sense to delegate them to other people. This could be done, for example, by assigning them to other members of your team or by outsourcing them to a third party. It will help you to focus on the most important Follow - Ups and get them done more quickly. Dealcode also provides a notification to let you know if you have too many tasks in your Pipeline and support you to set a clear focus.