Why storing sales account docs properly is important?

I can’t tell you the number of sellers I see that take notes for a third of their accounts on paper, the other third on their iPad and then the rest on their laptop or computer.

Even on their computer or iPad, everything is saved with an ambiguous name, in random folders, buried on a desktop with thousands of irrelevant files.
Guess how much time sellers like this waste just organizing their materials or trying to find notes?

Store everything in one place, with an easy-to-reference formatting for file names so you’re not wasting half the day doing detective work with your own documents.

Read more from Coleen Francis

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