Remote Care Today

Prospect Management

1. Duplicate or Overlapping Entries:

• If a Consultant enters a prospect into the CRM, there is a possibility that the prospect may already exist under a different name, different Consultant, or may be in progress. This includes scenarios where:

• The prospect is part of a larger organization or group that is already being worked on.

• The prospect is a duplicate entry, meaning another Consultant is already engaging with the same contact or entity.

• In such cases, the Account Success Team will review and notify the submitting Consultant via email to address the overlap. When necessary, the Account Success Team will have to determine to which Consultant the prospect belongs.

• 2.Activity and Inactivity Policy:

• Each prospect entry must have an active task and a set follow-up date within the system to demonstrate ongoing effort and a clear plan for engagement.

• If no action has been taken on a prospect for 30 days and no next task or date has been set, the prospect will be considered inactive.

• Inactive prospects are subject to reassignment to another Consultant who has made inroads or demonstrated interest in engaging with the same prospect or contact.

• 3.Notification Process:

• If your prospect entry is identified as part of a larger entity already being worked on or flagged as a duplicate, you will receive a detailed email from the Account Success Team.

• The email will outline:

• The status of the prospect (e.g., linked to a larger entity or duplicate).

• The Consultant currently assigned to the prospect.

• Any recommendations or next steps for resolving the overlap, such as potential collaboration or redirection to other prospects.

• 4.Responsibility and Collaboration:

• It is the responsibility of each Consultant to ensure their entries are complete, up-to-date, and reflect current activity.

• Collaboration with the Account Success Team and other Consultants may be necessary when overlaps occur to maintain a streamlined and efficient prospecting process.

This policy is designed to ensure transparency, avoid duplication of effort, and maintain a productive workflow within the team.