When a rep generates a new sales opportunity and that opportunity is still alive, use this status to remove that account from the assembly line. For Sales Development Reps, it makes it easy to check on the accounts and opportunities they've passed to their sales rep partners, to make sure no batons got dropped (which happens more than you'd like). “Nurture” Bin: 4. Check Back Quarterly I like status names that speak for themselves :) There's no current opportunity here, but there should be someday. “Nurture” Bin: 5. Dead Opportunity Accounts with a dead sales opportunity are special, and deserve their own category, because they are highly likely to become customers in the future. “Avoid” Bin: 6. Current Client Small companies may not “get” this, but trust me: As your customer base gets bigger, and the data in your SFA/CRM system gets messier, it's almost impossible to keep your Sales Development Reps from calling on current customers. You want to make sure the team prospecting into cold accounts avoids current customers, and this is a way to help them do that. “Avoid” Bin: 7. Bad Fit No business fit, or perhaps they're out of business. It's a waste of time to ever talk to this company. “Avoid” Bin: 8. Duplicate Account Sometimes you don't want to delete an account or lead. By marking it duplicate, you can make sure you avoid it in the future.
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