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July 5, 2004
Viewing Your Customers as "Stocks" in CRM

I was in a meeting today with a 20 year veteran of the company when he said "my vision for a sales force dashboard would look like a stock tracking page." No shit, I thought, of course it would! What better way to view your customers than with a full cadre of metrics spanning the last year, 2 years, or more. You would be able to set custom limits, parameters, and alarms that alert you when they go above or below your pre-set points, and alert you when you need to make a decision on action.

We continuously struggle with how to make the sales dashboard a more effective one, and the answer could be right under our noses!

I know, this isn't the be-all end all, there are flaws in this thinking. However, every idea's good for at least 15 seconds, and it pays to consider modeling one of the most challenging problems in sales tracking and sales technology on one of most steadfast and successful tracking tools know to man.

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