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Leverage email templates: Our CRM allows setting up email templates for common communications (check under Setup -> Email Templates). For example, a “Follow-up Email” template. While you should personalize, having a template as a base can save typing. If not set up yet, we can create some for the team.
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Utilize Lead Filters: As your list grows, use filters (e.g., show me all leads in “Contacted” stage from last month) to plan your outreach. Maybe you want to re-engage old leads – filter by date added and status.
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Automate where possible: Our CRM integrates with tools like Zapier for automation. Think of automations that could be develop and let us know!
. For instance, if we get web form submissions, they might already auto-create leads. Or if someone emails a certain alias, our CRM can capture it.
. Our setup may have some automation done – ask your manager what’s in place. Automation saves you from manual data entry. -
Use the Knowledge Base if needed: we have a Knowledge Base module for internal use. We might store FAQs or product info there. Check if there’s a KB article that can help answer client questions, etc. If you find yourself answering the same client question a lot, we can add it to our KB and even share it.
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Stay on top of deals: We can track goals (like number of leads converted in a month).
This might be more managerial, but you can also set personal targets and see progress. Use the Reports to review your performance periodically – e.g., conversion ratio, sales volume. It’s motivating and helps identify where you can improve (like maybe lots of proposals but lower close rate – could tweak your follow-up strategy).
In short, our CRM is your friend. It’s there to make sure nothing slips through and to keep all your info in one organized place. After a few weeks, you’ll wonder how people manage sales without a system like this! Stay diligent with it, and you’ll reap the rewards in smooth, efficient sales cycles and more wins.