The Advanced Selling Podcast Stop Treating Your CRM Like a Filing Cabinet
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Feb 12, 2025 Sales teams often misuse CRM systems as mere record-keeping tools. Learn how to transform your CRM into a powerful asset by streamlining note-taking and enhancing organization. Discover strategies to boost engagement and foster collaboration, making CRM a vital part of your sales process. It’s time to leverage data instead of just logging it, turning your CRM into a competitive advantage that drives efficiency and keeps your pipeline active. Join the conversation to elevate your sales game!
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CRM as an Agent of Action
- Treat your CRM as an agent of action, not just a record-keeping tool.
- Let it guide your daily priorities and sales activities.
Structured Note-Taking
- Organize CRM notes with headings: motive, money, process, and calendar clarity.
- This gives structure and actionable insights for next steps.
Weekly CRM Updates
- Update your CRM weekly with peers, and keep cameras on for accountability.
- Do this Friday morning, not the afternoon when people tend to check out.