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Sales Guys...need some advice here.
Posted on 11/12/13 at 3:18 pm
Posted on 11/12/13 at 3:18 pm
I've been in "business development/sales" for 5+ years now but prior to 4 months ago, I was managing more select clients and projects which didn't require me to keep a log of my activity for our CRM system.
My new role is more volume-based and I'm often emailing/talking to 20+ clients a day. I'll get done with the day, go home, and then attempt to input data into our CRM system and inevitably leave some information off.
I'm not screwing anything up, but I'd just like to clean up my process here. Is there an app or something available that I can create a virtual log of my activities to refresh my memory for when I enter information into the CRM system later?
Thanks.
My new role is more volume-based and I'm often emailing/talking to 20+ clients a day. I'll get done with the day, go home, and then attempt to input data into our CRM system and inevitably leave some information off.
I'm not screwing anything up, but I'd just like to clean up my process here. Is there an app or something available that I can create a virtual log of my activities to refresh my memory for when I enter information into the CRM system later?
Thanks.
5
Posted on 11/12/13 at 3:23 pm to Golfer
There's probably a better app, but the "Driving Thoughts" app that was built by a TD poster might work for you.
You put an email address in it, hit one button, speak a few words and they are translated and emailed to you.
So after each contact with a client, hit the app, say something about the contact and viola, you have a few notes plus a date/time stamp from the email.
You put an email address in it, hit one button, speak a few words and they are translated and emailed to you.
So after each contact with a client, hit the app, say something about the contact and viola, you have a few notes plus a date/time stamp from the email.
Posted on 11/12/13 at 3:39 pm to Golfer
I know there is a service where you call them and they transcribe what you tell them into an email and send it back to you.
Posted on 11/12/13 at 3:55 pm to Golfer
Are these face to face visits or phone calls? Either way, I don't see how you can't just train yourself to input the info as soon as you are done with each sales call........ Especially if it's only 20 per day.
I would never suggest waiting until the end of the day to update the things you did, because you will inevitably forget something you did, and I promise you it WILL bite you in the arse at some point.
I'm a sales manager and that's one of my biggest pet peeves.
Just start inputting everything into the CRM immediately and it will get easier, to the point that you won't even have to think about it.
Best of luck and happy selling to you!
I would never suggest waiting until the end of the day to update the things you did, because you will inevitably forget something you did, and I promise you it WILL bite you in the arse at some point.
I'm a sales manager and that's one of my biggest pet peeves.
Just start inputting everything into the CRM immediately and it will get easier, to the point that you won't even have to think about it.
Best of luck and happy selling to you!
Posted on 11/12/13 at 8:49 pm to Golfer
whatever you do go cloud based.... ACT! might have a decent option... will work pay for it?
Posted on 11/12/13 at 9:31 pm to Golfer
If you have a laptop, data connection and access to your CRM remotely, can you enter in discovery information when you get back to the car?
Space out your appointments to allow for data entry?
Space out your appointments to allow for data entry?
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