What exactly did I do last month?
In this month’s Wired magazine, Clive Thompson talks about how Daniel Giovanni utilizes 4SquareAnd7YearsAgo to mine his 4-square check-ins. He then gets a daily summary of where he was last year.
What a simple idea, and a great concept. Sales teams often forget about the repetitive nature of sales – they end up focusing on “This Month’s Deal” instead of also making progress and touch-points on ideas and connections in the past.
This offers a great opportunity for our daily alert streams that we create for our customers. By sending Sales teams a summary of where they were, who they talked to, and what they talked about – 1 month, 1 quarter ago, or 1 year ago “today” – we can help remind them of the conversations and activities of the past, to continually “work” the opportunities of the future. (The Daily Alert streamer is one of the custom tools we’ve created for our customers – if you need additional details, please email me)
If you don’t have our daily alert streaming system (or some other alert-type system), you could also facilitate this via a simple report or view in Microsoft CRM, Salesforce.com, or SugarCRM. It won’t “push” to the user, but you could add it to your “Monday Morning Process” and train sales teams on how best to utilize it.