How do you become incredibly successful in Sales? You get highly organized to the point you are obsessed with it. Being organized means you know where you are going, how you’re getting there and when you plan to do it. Are you organized?
Endless scribbles and note taking mixed in with an “I’ll update the CRM later” attitude and you’ve got a recipe for Sales disaster. The last thing you need is your Sales Team being clueless as to who they’re speaking with or why they are speaking to them.
If you’re a Sales Manager, emphasize the need to be highly organized, even paranoid of failure if it means everyone adopts the need to be organized.
Play out the worst case scenario to the team and see who starts to question or double check their approach, chances are most will but it’ll save a lot of embarrassment and wasted time with the customer.