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Here Is Your 2020 Sales Template

One of the most important activities at the start of the year is a quick review of the processes that go into ensuring the smooth flow of business. Often overlooked is how sales team members gather the information needed to bring a job into production, whether it is a new job or one that has been in production for years. Pat McGrew offers a template to use to standardize the information captured during the sales process.  

By Pat McGrew
Published: January 27, 2020

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Leveraging more than three decades as an evangelist for technology in communication, InfoTrends’ Pat McGrew uses her technical and marketing background to lead the industry toward optimized business process and information workflows. She has worked with companies to help them define their five-year plans, audited workflow processes, and developed sales team interventions and education programs. Working with customers and their clients, she educates the industry in production workflows to promote effective communication. McGrew is the Co-Author of 8 industry books, editor of A Guide to the Electronic Document Body of Knowledge, and a regular writer in the industry trade press. Pat can be reached at pcm@mcgrewgroup.com

 

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