What are best practices for managing potentials in long sales cycles
Hi,
Anyone else using Zoho CRM have potential in long sales cycles? I'm looking to discuss what could be some best practices in managing these to ensure reports reflect it correctly and reps can have a systemized way of handling it.
For example, what if a potential has been worked for a long time, then gets closed. Later it comes back into play, maybe with a different contact, from a different source. Do you create a new potential or edit and note in existing one. From a reporting stand point, I prefer the latter because it gives a better understanding on sales cycles duration, but on the other hand, creating a new potential seems better from a lead source/campaign tracking.
Looking to hear your thoughts and other ideas!