Team, roles and access
What happens to your pipeline when a salesperson leaves?
If the relationships live in one person's phone, the pipeline leaves with them. If enquiries, contacts, quotations and next dates live on the company record, the handover takes an afternoon.
In short
If the relationships live in one person's phone, the pipeline leaves with them. If enquiries, contacts, quotations and next dates live on the company record, the handover takes an afternoon.
This is the risk owners feel most sharply and address least, because addressing it feels like distrust. It is not: it is basic continuity.
Every account should have its history on the record, who was met, what was quoted, what was agreed, so a successor can take over a live conversation rather than start again.
Access removal is the other half. When someone leaves, their access ends the same day and their accounts are reassigned to a named person.
Related questions
System of Marketing & Sales
Put enquiry to dispatch on one governed line.
Tell us how your plant sells today. We'll show you where the line breaks and what it takes to close it.