Working smarter AND harder guaranteed my success as an Account Executive. Here are the reports I relied on to work smarter:
1) Priority Accounts
Never waste time wondering “what account should I work today?”
2) Priority Contacts
There’s no guarantee your ideal prospect responds to your first sequence. This report ensured they never fell through the CRM cracks.
3) Next Six Months Renewals
Nothing worse than a customer saying, “I wish I knew you could help with this when I submitted my budget for our renewal.” This report kept me in front of all customer new business opportunities.
4) Lost Opportunities
Helped me revive “no decision” deals as well as identify new opportunities with context.
Effectively using these reports significantly boosted my earnings. If you want to learn how to use them, take a look at this short video: