LESSON 4: QUOTE FOLLOW-UP

4.7 Strategic reporting

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All quotes is, of course, registered in SuperOffice. And when we do a follow-up, we, of course, need to update SuperOffice on that quote.

The clever thing with this is that we can keep track of which customers are buying, which are not buying, where do we need to go visit the customers and maybe have a discussion if our hit-rate is low etc. All these strategical points of information are only available if we put in the information. So, therefore, we shall put in all this information on all our quotes and quote follow-ups.

The great part with that is, that you can have a track of all your quote follow-ups; there you can find all your open quotes and all your won quotes, etc.

We can also extract that information on a country level, on region level, as well as on a global level, and that’s the information we’re going to use as a part of strategies going forward.

So when you put your quote follow-up together with the type of customers, together with the type of offerings were making, etc., we can actually help you being more successful by doing good strategies.

We have NCAB offices almost all over the world, and different markets have different maturity, meaning that we need to be able to be flexible in meeting those new customers’ demands.

So I hope now it’s clear that we need to put the information back in the CRM, it’s good for you, it’s good for your country, and it’s good for NCAB.

Let me show how you do quote follow-up in SuperOffice.