Dear Clubbers,
Our customer experienced the situation that the presale teammates have discussed conditions and made some oral agreements with the customer via chat and those were lost somewhere on the way, so the sales strategy was built on incomplete information. Eventually, all the joint efforts have made customer enthusiastic, but unfortunately, high expectations immediately turned to disappointment when the forgotten condition appeared at the very moment of decision making
I advised to consider employing Sugar CJP at least as a checklist so that the sales coordinator could manage the list of conditions and could mark them as discussed.
Is there any other advice?