Posted on 09/05/2014 in Home / Downloads / Credit information

5 steps to create a good view of your prospects

Finance and sales not the best of friends
5 steps to create a good view of your prospects

There seems to be a constant battle between the finance and sales departments in terms of defining what an ideal prospect is. Before a deal is closed, has the company checked out as far as its credit history and payment behaviour is concerned? 

 

Quick tips for success

We provide you with 5 quick steps to follow to follow when taking on a new customer to add to your growing portfolio of clients.

In this cue card, we discuss the following tips:

  • Developing buyer personas
  • Openess leads to greater trust
  • Do a credit check
  • Staying alert
  • Make adjustments where necessary