01 For salespeople
Know who to reach out to, what to build on and what has already happened.
Give your sales relationships a shared place. A clear next step for salespeople, shared context for the team and an overview that helps managers grow their people.
For smaller sales teams. From the first reach-out to collaboration.
Know who to reach out to, what to build on and what has already happened.
See who is building which relationship and where you can help each other.
Recognise activity, support your people and follow shared progress.
It takes interest, continuity and time. Opener keeps the whole story together, so you know where you are and how to carry on.
Find the person you want to get to know.
Take the first personal step towards a new relationship.
You have something to build the next conversation on.
Develop the conversation and follow up on time.
Look after the relationship while you work together.
Notes, history and next steps belong to the relationship. Go back to the last conversation and continue where you left off, with the context that makes your reach-out meaningful.
Sample relationship and its context
Team activity over time
Illustrative data · a regular weekly overview is in the works
Notice the work that comes before collaboration. The team activity overview helps you recognise progress and offer help. The view over time shows consistency and opens room for the team to grow.
Connect your salespeople’s personal work with a shared overview. Let’s start with a demo for your team.