Which boils down to “ACTIVITIES” or “TASKS” that are planned daily (maybe weekly and monthly too) and executed on time and properly. One of the qualities of a successful Sales Person should be to be focussed on the tasks and not get sidetracked easily.
Towards this, we decided to build an “Inbox” view within Playbook that helps the sales person plan the day’s activities beforehand (let’s say close of day, the previous day). And then stay focussed on the activities for that day – how?
- Inbox view has the first activity of the day open and ready to be acted upon
- As soon as you complete and update the task (with success or failure tags for future reference) a “new’ task for the same deal is opened to schedule the next activity
- Immediately the NEXT task for the day opens automatically on your screen (Inbox view) for action
Repeat 1 to 3 steps. Yep, as easy as that :-D.
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