Basic Selling Skills - Recordkeeping - Recordkeeping Basics
Good salespeople keep good records. Yes, recordkeeping is not the most thrilling task, but it’s essential to avoid customer issues. When you have a poor recordkeeping system, orders can get lost. Customers aren’t called back when promised. Proposals are sent out incorrectly. Referral business opportunities get missed. As a salesperson, you want to keep your customers happy and avoid situations like these. In these courses, we’ll take you through the basics of good recordkeeping, using your CRM effectively, and internal sales communication.

The Employee Training & Development library group is designed to build confident, capable, and engaged employees at every level of your organization. From leadership and communication to customer service, time management, and professional growth, these courses empower your workforce with the skills needed to perform better, collaborate more effectively, and advance their careers. Delivered in an engaging, easy-to-assign format, this library helps organizations strengthen culture, improve productivity, and invest in long-term employee success—all from a single, flexible training solution.
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