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First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Understanding and standardizing the sales process: Sales managers often struggle with ensuring that their teams follow a consistent sales process, leading to inefficiencies and difficulty in measuring performance.
  2. Improving CRM adoption and utilization: Sales managers frequently face challenges in getting their teams to effectively use the CRM system, resulting in poor data quality and missed opportunities.
  3. Coordinating cross-functional collaboration: Sales managers may find it challenging to facilitate smooth collaboration between sales, marketing, and customer success teams, impacting overall business performance.
  4. Developing and implementing effective sales strategies: Sales managers need to constantly innovate and optimize their sales strategies to meet revenue targets and stay ahead of the competition.
  5. Providing effective coaching and support to sales reps: Sales managers often struggle to provide personalized coaching and support to their sales reps to help them improve their performance and achieve their goals.
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Understand the current pain points and challenges the customer is facing in their sales processes.
  2. Determine how the customer currently measures productivity and collaboration within their sales team.
  3. Identify key areas where the customer is looking to improve visibility and reporting.
  4. Discuss the customer's current technology stack and potential integration needs for their sales tools.
  5. Explore the customer's goals and expectations for using our software to enhance their sales operations.
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Tactical Considerations

Consider these tactics and strategic initiatives your customer may be planning:

  1. Ensuring all sales team members have access to up-to-date customer data in the CRM to effectively track interactions and progress
  2. Streamlining communication between the sales team and other departments to ensure a seamless customer experience
  3. Identifying bottlenecks in the sales process and finding ways to optimize workflows for efficiency
  4. Monitoring sales team performance and identifying areas for improvement or additional training
  5. Integrating new tools or software solutions into the existing tech stack to enhance sales operations and productivity
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand their current pain points and challenges with their CRM software. Ask questions about their experience, what features they find most valuable, and where they see room for improvement.
  2. Research their company and industry to have a better understanding of their specific needs and challenges within the CRM software space. Be prepared to discuss industry trends and best practices.
  3. Show empathy and understanding by actively listening to their concerns and demonstrating your commitment to helping them succeed. Offer personalized solutions that align with their goals and objectives.

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