Your Friday morning reminder to update the CRM. See where reps are consistently hitting quota (and having to constantly update the CRM): https://lnkd.in/gNVnHRvz (sort by quota attainment ^)
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here comes the targets....
If you’re reading this, this is your sign to update the CRM 📝 See where reps are consistently closing and hitting quota: https://lnkd.in/g5vWbkhT (Sort by quota attainment^)
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27 years in Software & Customer Support, Training, and Consulting. The thrill of helping others still feels as fresh as it did on my first day back in the 20th century. 🌟 All opinions expressed are my own
🚀Achieve significant and sustained sales growth with Access CRM By streamlining sales processes and unlocking powerful analysis and insights, Access CRM helps you target the right customers, at the right time, with the right message. Watch demo 👉 https://ow.ly/Yq4I50STTui #WeAreAccess #FreedomToDoMore
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An enthusiastic & passionate consultant, helping businesses become more productive & efficient by leveraging technology.
🚀Achieve significant and sustained sales growth with Access CRM By streamlining sales processes and unlocking powerful analysis and insights, Access CRM helps you target the right customers, at the right time, with the right message. Watch demo 👉 https://ow.ly/ybv050ScV47 #WeAreAccess #FreedomToDoMore
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🚀Achieve significant and sustained sales growth with Access CRM By streamlining sales processes and unlocking powerful analysis and insights, Access CRM helps you target the right customers, at the right time, with the right message. Watch demo 👉 https://ow.ly/WZ3R50S9vks #WeAreAccess #FreedomToDoMore
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🚀Achieve significant and sustained sales growth with Access CRM By streamlining sales processes and unlocking powerful analysis and insights, Access CRM helps you target the right customers, at the right time, with the right message. Watch demo 👉 https://ow.ly/WZ3R50S9vks #WeAreAccess #FreedomToDoMore
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The proper format of a next step in CRM: Date of update: action needed to advance deal, expected date of completion. 𝗕𝗮𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗼𝗳 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽: "call Joe next week fro update". 𝗚𝗼𝗼𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗼𝗳 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽: 07/26/24: Joe shared that he will need to present a high-level summary to other key stakeholders. I will create an initial value framework using our discovery/demo notes and ask Joe to review it by Tuesday, July 30th. Learn how 𝗥𝗲𝘃𝗲𝗻𝘂𝗲-𝗚𝗿𝗼𝘄𝘁𝗵.𝗔𝗜 can read emails, calls and notes and create a 𝗴𝗼𝗼𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 for every deal, every week.
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There were many reasons I felt compelled to create an LLM to help forecast revenue. One of them is "next steps." As any rep who has worked with me can attest, I have pointed out an incorrect format for the next step in at least one deal during every single forecast call I've ever run. It's incredibly annoying and distracting, but it's absolutely necessary. Correctly formatting the next step brings clarity, fosters proper collaboration, and saves everyone time on the forecast call.
The proper format of a next step in CRM: Date of update: action needed to advance deal, expected date of completion. 𝗕𝗮𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗼𝗳 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽: "call Joe next week fro update". 𝗚𝗼𝗼𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗼𝗳 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽: 07/26/24: Joe shared that he will need to present a high-level summary to other key stakeholders. I will create an initial value framework using our discovery/demo notes and ask Joe to review it by Tuesday, July 30th. Learn how 𝗥𝗲𝘃𝗲𝗻𝘂𝗲-𝗚𝗿𝗼𝘄𝘁𝗵.𝗔𝗜 can read emails, calls and notes and create a 𝗴𝗼𝗼𝗱 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 for every deal, every week.
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