Keep Those Reporting Duties In Mind!

I’ve lived this from both sides. Not only keeping track of my activities for my own use each day, but making sure that those in my organization who need to know actually GET to know! We haven’t gotten too far into the whole ‘organizing’ thing on this blog yet, but it seems like something deserving of attention.

I recently did some work with an organization in a training consultant role for their service staff, and was regularly frustrated and confused by how little information their sales staff actually put into their CRM ’solution.’ Time and time again, I would talk to a service representative who either had no idea that a sale had ever been made to an existing customer.

Even worse, there were countless situations where a NEW client was signed, but the service rep was never made aware until a problem arose. By then, that person was backed into a corner, just trying to claw their way out.

So tonight, I was looking for inspiration about this problem exactly. And in that search, I stumbled across a short piece from Seth Godin, who took a look at this from the point of view of a marketer.

Reporting requires organization, something that many of us lack terribly. It’s something that can sink you — or somebody other than you — if you don’t take it seriously. In this ultra-competitive world, the slightest slip-up can sink you. Don’t let something this controllable be your downfall.