CRM solutions are great for tracking your pipeline and recording your completed activities. But most sales teams overlook how powerful their CRM solution can be as a planning tool. If you’re not using CRM to plan you day, week – and even longer – then you’re missing out on some important benefits. Making CRM the center of activity management means fewer deals will slip through the cracks, calls will be placed at strategic times, and you’ll know exactly what to do every morning when you get your day started.
Let’s take a look at four simple, practical and proven tips for turning your CRM solution into a valuable planning tool.
Almost every modern CRM system provides a strong set of tools for task and appointment management. If your tool doesn’t, you may just need someone to configure it for you or to provide you with training. Or, in some cases, you may need to consider a new CRM solution. C5 Insight is here to help: Contact Us to discuss your needs.
To review the full list of Sales Rep CRM Quick Tips, click here.
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