I Forgot to Follow Up and Lost the Deal

What happens when you say you will follow up but forget? “I wrote it down on the business card,” said one client but “I forgot to follow up.” This is a consistent theme I hear from businesspeople who inquire about CRMs for their sales teams.

What’s at stake when you do not follow up? Reliability is a cornerstone to achieving the TRUST factor. When you don’t follow up, you can easily ruin your reputation.

Using Sticky Notes and Spreadsheets

A mentor said, “I list my work and work my list.” It is a great mantra but with 3 spreadsheets, colorful sticky notes, and 2 spiral notebooks, it is hard to complete your tasks.

In fact, when you meet multiple prospects in a week, follow-up is daunting and leads to Follow-Up Fatigue (FUF). It often takes 12 engagements to close a sale and engagements with multiple prospects over their sales cycles eats up a salesperson’s week.


Imagine One List

Imagine using one “To Do” list where every task is tied to a prospect, client, referral source, or friend. Imagine seeing your tasks by due date, by priority, and by individual. 

There are many apps that let you set up To Do lists, but they are standalone silos or offer limited additional utility. A robust CRM is the central location to manage tasks in a “Contact Centric” system where tasks, comments, quotes, and email history are tied to individual contacts. 

Use Your CRM to Reduce FUF

Managing tasks is easier when you have one list, and you see your contact’s history in one place. Your contact history is available to you 24/7, so you are prepared and up to date.

Integrating your tasks into a contact-centric CRM enables you to:

  • See tasks by status and trigger actions based on status
  • Automate multiple touches during your buyer’s sales cycle
  • Reach out to contacts by segment with specialized messaging
  • Use email templates that replace repetitive emails
  • Trigger reminders to follow up
  • Assign tasks to your sales reps

Whether you are a solopreneur or sales manager, managing your follow-up is key to closing more sales with less follow-up fatigue.

Control Your Tasks

If your tasks are overwhelming, you may forget to follow up and harm your reputation. Staying organized is a challenge given client demands, proposal deadlines, and networking to meet new prospects.

If you do not have a CRM, or your CRM is not working for you, let’s meet to talk about how your CRM will help you beat deadlines, impress prospects, and close more sales with less follow-up fatigue.

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

Recent Blogs

From Prospect to Customer

From Prospect to Customer

Here’s the scenario -You walk into an event, someone corners you, and doesn’t stop talking. It is yucky and the opposite of what you want. You may remember that person, but you may not spend time to know if they are nice or trustworthy,  Marketing and sales...

Why CRM Implementations Fail

Why CRM Implementations Fail

Eddy Tuvinksy (ET) sells for a distributor of cosmetics. Over 25 years, ET has worked at three companies, joining Distro, one year ago. “Steady Eddy” as he is known, has had career success, and knows how to sell! Shortly after joining, ET learned that Distro had a...

Do I Need a CRM

Do I Need a CRM

Business owners and sales managers ask this question frequently. What are the symptoms that indicate my team needs a CRM? Many sales departments operate successfully without a CRM. Good salespeople make sales. The CRM doesn’t make sales and it doesn’t make bad...