How to Enter Data as You Go in a CRM Platform

The sixth mistake is not entering data as you go. I've been that person entering my data into the CRM too late. When I take notes and I'm in a sales call,. I'm actively taking notes and client can see or discern that I'm taking notes. That's the habit that you should look for your people to adopt. If the tab to whatever the application is isn't open all the time, it's probably the data isn't being captured.