Recapped.io Best Practices

For Sales Managers

Sales Professionals have happy ears. We’ve all been there: We have a great discovery call, run a killer demo, and develop a great relationship with our prospect. Based on this positive sequence of events we move the Opportunity to Best Case or Commit because we’re hopeful it’ll close this month/quarter.

❌ Unfortunately, hope is not a strategy when it comes to accurate forecasting.

As Sales Managers, our job is to enable our reps to close as many deals as possible. As a best practice, push them to share a Recapped Mutual Action Plan at the end of every call. This is an excellent way for reps to gain transparency into the buyer journey, and to ensure there is always a commitment to next steps.

❌ No more ghosting. No more dead deals fluffing up your pipeline. Only deals with momentum.

Once this is a best practice, you can then track each buyer behavior in every Recapped MAP.

→Buyer-centric forecasting in Recapped.io is unparalleled:

✅ Reduce your forecasting margin-of-error by running your deal reviews in Recapped.

✅ Gut check your reps pipeline by reviewing the buyers behavior in each Recapped workspace.

✅ Revenue clarity makes your VPs, the C-suite, and the Board super happy. It allows your company to invest properly in growth and strategy so scalability is achieved.

✅ Use the Recapped engagement score to understand the buyers habits during the deal lifecycle.

✅ Gain more transparency into where you’re losing deal momentum, or gaining deal momentum.

Prepared by Recapped.io

Questions? Contact sales@recapped.io