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sales follow up

Published on September 23, 2017 by - Dinesh Nim

Sales follow up is associated with contacting a potential customer with objective of finalizing a sale. Companies use many sales follow up techniques to attract customers. Most of the time this information is kept in notebooks excels spread sheets. With sales software you can input all follow up data at one place in order to make it even more effective.

Sales follow up procedure

We use one of the easiest sales follow up procedures to make the entire sales process smooth and effective. Once you click on “Follow up” link from the menu, you get list of customers that you have to call today on future dates.

To know more about customer details click on search icon available at right hand side. You should now see customer contact details like customer requirement, previous calls and meeting details along with option to add new follow up details.

Just select status (follow up, postpone, won etc) as required, date of call, date when customer wants a call back, time of call and summary of current follow up call in notes section.

Save this information.

You can also add payment details in case of “Won” status.


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