People in sales can use their own network to help keep others they’re working with, such as those in design or other aspects of product development, informed of changes or new requests from their customers.
Here’s one way that this could be done, but of course with the flexibility of the solution, you can set it up however you feel is appropriate.
Step 1: Create a Folder for Different Key Customers
This can help to keep actions organized or tied to specific customers. You can add one or two actions or more for each, see an integrated view of all the actions in the respective parent folder. While creating the folder, you can share it with others as appropriate, whether from different types of customer support, applications, design or product development.
Step 2: Add New Customer Requests into Actions
As you’re adding new actions, you can assign various attributes, such as a short name, a brief description, and the priority (1-10). Other attributes such as owner and status can be added by whomever takes up that action. To inform the group of the new customer request or action, you can send out a quick email notification.
Step 3: The Appropriate Person can Take Ownership to Completion
Others can view the action and if appropriate for them, can click the “Take” button making themselves the new owner of the action. Once an owner is assigned, the status will automatically change from “Unassigned” to “Assigned”, which can further be changed to “In Progress”, “Pending” or “Completed”. After the change is confirmed by the customer, you can additionally change the status to “Verified”, keep for referencing later if needed.
Step 4: Further Review and Organization
As actions are added across different folders, there are a few options to help keep things organized.
- View actions from a parent folder: For example, if the folder name for the group of customers is called “Customers”, you can click that folder, the Actions tab, and see all the actions for that or any sub-folder. By each action you’ll see a small folder icon which you can click to go directly to the action in its’ respective customer folder.
- Adding a filter: These include My Actions (only the ones assigned to you), Unassigned, Pending and Completed. Add the filter and only those actions will be shown.
- Sorting options: When viewing a list of actions, they are initially sorted by their name. You can click on any of the column headers to sort for a different view, including the Priority, Status, Due Date, Owner and Created Date. Click once to sort ascending, twice to sort descending.
With using your own network, you can efficiently inform others you’re working with of new ideas, providing efficient support for your customers.
See more examples of how people in sales can benefit from having their own network, including additional benefits, FAQs and other relevant blog articles.