Charles Lin has just been hired by Frederick Company to replace a sales representative
who is retiring after 40 years with the company. The older representative is training
Charles on procedures and customers in his territory for three weeks before he retires,
and Charles knows this is a huge opportunity to learn about the prospect base. When
Charles asks which CRM system the company uses, the older representative says,
“Everyone else here uses some computer program called Salesforce, but I won’t touch
it. I know my customers like the back of my hand! I never needed to write anything
down.”
Charles is concerned. He used Salesforce in college and knows how vital it is to have
customer information, sales records, preferences, and conversations recorded. He talks
to the sales manager, who tells him the representative’s sales were decent, and all his
invoices came in, so they left him alone and never forced him to use the CRM system.
How does the retiring representative’s decision to not use a CRM system most likely
affect Frederick Company?
A) Customer knowledge is lost rather than passed on to the rest of the company.
B) The sales representative’s territory is not maximized because of poor strategy.
C) The entire company’s pipeline forecasts cannot be maintained or calculated.
D) Organizational culture is damaged because of a lack of team spirit.
E) Hiring practices are hindered because of poor mentoring methods.
Action Selling claims that there is a higher rate of successfully closing a sale when a
salesperson can:
A) introduce the product within the first five minutes of conversation