Jad A. this is where I charge for my time. J/k.
- 1.
What u described is very common. And we couldn’t enforce initially.
- 2.
I did a few things to minimize friction.
talked to sales to understand why they were doing what they were doing. It was really that they were moving fast and didn’t remember. So we solved this by building a workflow that when a specific thing happened and it gets logged into system updates the stage. This only was possible once we locked down the definitions of each stage, actions in each stage and then used the system. This reduced most of the problems. It was really working with sales team to build the system for them.
We enforced/penalized sales team only if they never entered notes because I used words from the notes for my workflows.
There were flags built in where sales team couldn’t do certain actions if something critical was not updated. Because sometimes its really that members didnt remember updating so those flags helped.
I did weekly updates/standups with the team. Also, had office hours to understand what sales team was doing and where they were having issues.
Most importantly, became good friends with the head of Sales team 😀
Depending on the size of the team you use different methods to solve. But I find the most important thing is to understand why sales is doing what they are doing and how are they using the tool so u use the tool to build systems and change behavior rather than expect people to follow orders.
That’s a long answer and hope it helps. If u need quick help regarding system, we can connect so long we are abiding my this channel’s bylaws.
