We understand that every business is complex and unique in its own way. We also understand that business leaders need a tool that supports that uniqueness, with customizable options that reflect how each part of the business flows.
That's why we've introduced Customizable Outcomes for Sales Projects. Not all sales projects end when the contract is signed, or when the Win Button is clicked. That's often just the start of the journey.
So what happens next? A Service Delivery project kicks off? An Account Plan needs to be created for a new customer? Perhaps a Prospect can be pursued off the back of new relationships being built. With each successful opportunity, more possibilities for business open up, and these should be tracked and managed with a solid process for the team to follow.
Our latest update allows for Customizable outcomes for Sales Projects, meaning you can choose what happens by default, after you win a Sales Project. This new tool can automatically create a new Prospect, Sales Project or Account Growth Project in whichever Process you decide suits best.
Here are some ways you can use this new tool today:
Use the new contacts you've identified to break into other departments or territories. Create a new prospect with a simple cadence of touchpoints to keep the conversation alive.
Follow up with an expansion project or project delivery workflow. Create a new Sales Project and move into the next phase of business, without missing a beat
Kick off a new business account plan. Create a new Account Growth Project and turn the focus to growing new clients and unlocking their potential. Do you have any other ideas on how you might use this new feature? Let us know! Or drop us a line if you would like to brainstorm ideas, we'd love to hear from you!
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