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Get off to a good start

We recommend that we cover the following points - you can therefore already prepare by reviewing these points:

What need do you have for recording data (contact info, customer specific info, meeting appointments etc.)?
How do you want to utilize relationships between you and the customer and what are you doing about it today?
How many users/salespeople must share knowledge/system?
What information do you lack today and when do you run into problems with the current solution?
What are your sales objectives?
How can you measure them?
How do you manage pipeline? And on what basis do you make decisions?
Which reports are necessary tools for internal follow-up and status meetings?