Monday Morning Sales Standup

Natalie: Good morning team! Let's check our pipeline for this week. I'm working on a cold call list for Austin clients right now.
Peter: Morning Natalie! I'm visiting three local offices today, and I'm also preparing a quote for a huge deal in progress.
Sean: Hey everyone! I'm following up with a warm lead from Manchester. Their decision is coming this afternoon.
Natalie: Wait a minute, Sean. Which Manchester company? Is it Bright Logistics?
Sean: Yes, Bright Logistics. They need twenty new servers by Friday. Why?
Natalie: Oh no! I'm following up with Bright Logistics too! I sent them a quote on Friday morning.
Peter: Haha! You're calling the same client! Who's the sales rep on the CRM for Bright Logistics?
Sean: Let me check... Oh, it's me! But Natalie, you're sending quotes to my lead!
Natalie: Well, your close date isn't in the system, Sean! So I'm working on the opportunity now.
Sean: Okay, let's not fight. Let's call them together and split the commission!
Peter: That's a great idea! Good luck with the deal, guys.

Read again and choose the right answer

What is Natalie doing on Monday morning?

• Working on a cold call list for Austin clients
• Visiting three local offices in Manchester
• Signing a contract with Bright Logistics

Which company are both Natalie and Sean working with?

• Apex Corp
• Bright Logistics
• Delta Systems

What does Peter suggest at the end of the chat?

• To stop calling the client
• To call the client together and split the commission
• To delete the CRM system

Why did Natalie start working on Sean's lead?

• Because Sean forgot to put the close date in the system
• Because Sean is on holiday in London
• Because the manager asked her to do it

Sources: photo by https://kaboompics.com/ on Pexels