Klue reposted this
VP Win-loss and Cofounder @ Klue | Supercharging Win-Loss & Compete Programs for Marketing, Competitive Intelligence, and Sales Pros
Are your CRM reason codes a mess? Here are five hacks gathered from some of the smartest product marketers I know! 1️⃣ (Re)Create with User Input: Channel your inner product manager! Talk to your sales team. What's working? What's not? What's missing? Their insights are gold. 2️⃣ Define Clearly: Ambiguity is the enemy. Crystal-clear definitions prevent misinterpretation and ensure accurate data. Don't let a vague description lead to a misclick! 3️⃣ Communicate Purpose: Sellers need to know the 'why'. Explain how high-quality reason codes benefit them and the company. Make it personal and impactful. 4️⃣ Establish Accountability: Someone needs to mind the store. Task sales leadership or operations with maintaining reason code quality. Consistency is key! 5️⃣ Enable Deeper Dives: Add a win-loss nomination checkbox. Require sellers to flag a set number of deals for in-depth interviews. This extra layer of insight is priceless. Implement these strategies and watch your win/loss analysis transform from meh to magnificent! 💯 What's your biggest reason code tip? Share below! 👇 #SalesStrategy #CRM #WinLossAnalysis #ProductMarketing #SalesOperations Klue
Oh, if all RevOps/SalesOps teams asked for sales input... my oh my, the systems to support them would, well, actually support them 😂 As a former seller and leader, I know that not asking for sales/seller input is one of the biggest mistakes. Besides, what could sales possibly offer that we haven't already considered? Great share Ryan Sorley
Senior product marketing pro | Creates content | Fills GTM execution gaps | Discovery & Research | Messaging | Storytelling | Helps sellers sell and buyers buy | Drives revenue
1moThis assumes sellers actually enter any information in the CRM at all 🙄