Most salespeople have their own style, their own tricks, and their own system (as we see from practice, often in the form of a notebook or in their head). But... when the number of clients, inquiries, and tasks increases, even the best salesperson starts to overlook something. And this is where we can help thanks to our CRM system Mango - it is a silent helper that guards what we sometimes can't manage.
Let's take a look at the 5 most common sales mistakes we've observed in practice and show how Mango can eliminate them.
1. Forgotten follow-up
Error: The salesperson sends an offer... and then silence. The client has not yet responded. Meanwhile, the competitor gets the offer. We very often encounter a similar scenario with clients. Does this remind you of anything?
How can CRM Mango help you? In our CRM, you can conveniently and easily set up reminders, tasks, and automatic notifications that will remind you when it's time to contact the client. In addition, the system will show you which offers have been waiting for too long without a response.
Mango tip: Set up automatic reminders every 3-5 days after sending the offer - Follow-up at the right time is crucial for success.
2. Lost customer information
Error: “That customer already called... wait, who did he deal with and when?
How can CRM Mango help you? Without a clear system, it is easy to lose communication history, notes or details about agreed terms. In CRM Mango, every contact, email, note, task, quote, order and final invoice is in one place. When a client calls, just open their card and we can see the entire history of our cooperation.
Mango tip: Use custom columns in the directory - add and collect information that is important to your business (for example, fleet size, type of equipment, area of operation - simply anything).
3. Unclear priorities and task chaos
Error: A salesperson has 15 inquiries, 7 open offers, and 3 meetings - but has no idea what to do first. The result? The biggest opportunity falls among the less important tasks.
How can CRM Mango help you? Mango helps visualize the pipeline - a sequence of steps leading to a result, which in many cases represents a closed deal. In Mango, we can filter by priority, responsible/assigned person, or visualize deals by probability of success.
Mango tip: Track your hottest tasks, opportunities, and responsibilities right on your dashboard - Mango clearly shows you which responsibilities deserve immediate attention, which tasks and responsibilities are overdue, and how long they are overdue. Open Mango and you'll immediately know what's burning.
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4. Lack of insight into team performance
Error: The manager asks: "How many offers have we sent this month? Who has the best results? And the answer? Excel, hand calculations, complicated spreadsheets."
How can CRM Mango help you? Built-in insights and reports show your team's performance in real time - number of closed deals, success rate, lead sources, etc. There's no need to keep any spreadsheets. You can see everything clearly in Mangu through graphs and precise numbers.
Mango tip: Set up a weekly report to your email - every Monday you have all the results clearly on a plate. Or organize your bulletin board so that Mango always shows you the most important statistics after logging in. This is also how your report can look like after logging in to Mango.
5. Unnecessary administrative losses
Error: Salespeople spend more time filling out forms, searching for emails, and retyping data than they do selling.
How can CRM Mango help you? Mango can automate routine tasks, such as creating an order directly from a quote, copying data into documents, linking emails and phone calls directly to activities, and generating reports. The time saved is spent on what really makes money - clients.
Mango tip: Use quote and contract templates - created once, used for every client. Mango will fill in the data automatically.
Less chaos, more sales!
Every salesperson makes mistakes. What matters is how quickly they can fix them. Mango is not just about spreadsheets - it's a tool that helps you stay clear on numbers, tasks, and clients. So instead of - "I forgot/can't find it" you will say: "I have it in Mango. Find out how our Mango CRM can eliminate your sales mistakes. Together we will identify your weak points and design a tailor-made solution.
