Prepared for Thomas, Head of sales, Kyra

Three sales reps in January, a list ready from week one.

You took over sales at Kyra a month ago, and the team is hiring three sales reps. In the first few weeks you often inherit a prospect list nobody has sorted. Here is what Socle would look at first for you.

Book 30 minutes What Socle looks at first for you

Socle, with Kyra’s list

What your list would look like in Socle

Illustrative extract: names and figures are examples, not your list. The three steps play on their own.

SocleKyra · Prospect list

CompanyContactStatusSignalRep

Arvenne ÉnergieClaire V. · head of salesTo callHiring 2 sales reps

Brumont AteliersPaul R. · managing directorTo call

CedralisInès T. · head of purchasingTo callIn post for 3 weeks

Helvio SantéMarc D. · operations directorExisting customer

Marquet DistributionJulie B. · sales directorTo call

OrbimédiaSamir L. · founderContact left

TessaneAnne K. · chief executiveTo callRaised €4M in September

Vireo MobilitéHugo M. · head of salesOff target

Lumaris AssurancesNadia P. · head of salesTo callOpening a Lyon branch

Brumont AteliersP. Rousseau · MDDuplicate

Your situation

New role a month ago, hiring three sales reps

What has just changed, and what it means over the next few weeks.

1 monthin charge of sales

3 sales repsstarting in January

1 listof prospects never sorted

Week 1of January: something to call on

For Thomas

What Socle looks at first for you

The list sorted, not deleted

Socle screens every record: company still active, contact still in post, existing customer, duplicate, off target. Nothing is erased, everything is qualified.

How many records are in the list, and how many have been touched in the last year?

The accounts to call first

For every remaining account, what has moved recently: new role, hiring, funding. Reps call with a reason.

Who are your ten best customers, and what did they look like before they signed?

The three reps

Three balanced portfolios, ready on the first Monday of January, with each account’s context in your CRM.

How do you want to split the accounts between them: by sector, by size, by region?

Getting started

Week 1

The list screened, the result reviewed with you.

Month 1

Remaining accounts enriched with what has moved.

First Monday of January

Three portfolios ready in your CRM.