Mutually agreed next steps
Having an explicit, prominent call out makes it easy for reps to start the conversation of “So, what’s our next step”. It’s especially helpful to prompt junior reps, while letting senior reps establish control for the long game.
Everyone up to date
Every deal room has a content block for reps to capture next steps while they’re in the deal room with their prospect.
Getting a commitment in real time makes the next step 4x more likely to actually happen.
Updates to the Next Steps can be shared either as a calendar invite (when there’s a meeting for example) or simply as an email sent from DealPoint to everyone associated with the room..
Status pushed to Salesforce
Every next step is pushed to the CRM, a key data point for Sales Ops to use when scoring the opportunity.
And if the meeting does end inconclusively, at least the Manager and Rep know not to score it as a high probability close, so forecasts are more accurate and Reps can spend their time on more fruitful opportunities.
If there’s no next step, there’s no deal
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