How to write B2B sales follow-up records so they are actually useful?
If B2B sales records only say 'communicated, will follow up,' they are basically useless for end-of-month reviews. I require every record to include at least the customer's role, current pain points, budget or timeline, next steps, and the person in charge. If a customer says they aren't buying for now, it must be clearly stated whether it's a genuine lack of budget, the process hasn't reached…