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Monthly Archives: August 2016

  • August 31 2016

    Automate Those Repetitve Tasks With Easy Buttons

    I’ve added a button to my contact record view labeled “Post Meeting Follow-Up.” Pressing this button runs a script that automatically sends an email and schedules a task for me the next day. This ensures that I actually remember to take action on this account tomorrow in case I get buried before the day ends. Often, I’ll have the next steps taken care of before tomorrow, but this reminder acts as my safety net.

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  • August 24 2016

    Use Your CRM to Identify Stuck Deals

    Do people at your company compare your sales meetings to a proctologist exam? It doesn’t have to be that way. Use this one CRM report to transform your sales team’s productivity… and your relationship with them.

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  • August 18 2016

    Did You Get My Email?

    Few people realize they are sitting on a tool that will eliminate one of the greatest modern day sales frustrations. Just about every CRM on the market tracks when your sales emails are opened—and I’m not just talking about marketing email blasts, I mean each individual follow up and proposal. Let me show you in this quick video!

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  • August 9 2016

    Double Your Close Rate With FAT Deals

    Subscribe here to get these video tips in your inbox each week. I am going to show you how to double the close rate of your entire sales team with your CRM. It’s a very simple idea, but it takes …

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  • August 2 2016

    Visualizing Activity Quotas For Your Sales Team

    Subscribe here to get these video tips in your inbox each week. This is the initial video in our new weekly series that will feature powerful tips for using your CRM to grow your sales. In this video, Jeremy explains …

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