TSE 1334: Secret Ninja Hack For CRM Updates and Meeting Recaps

Secret Ninja Hack For CRM Updates and Meeting Recaps

The task that many salespeople find cumbersome is updating and maintaining the CRM. If you have CRM hacks, however, the task can be faster and less tedious. 

 

CRM hacks you need to know

Updating CRM isn’t an easy job. When you meet a prospect, and you have a great conversation, ideally the relationship will continue to progress. Although the relationship building is gratifying, most salespeople don’t enjoy spending time recording the details, updating the information on the CRM, and organizing the details as the relationship moves toward a closing. Working on CRM is not the most exciting aspect of the sales process, but it is necessary.

 

The importance of CRM

An organized CRM helps salespeople understand their customers more, and this knowledge offers a better idea about how to help the customer. A salesperson can only be as effective, however, inasmuch as the data in the CRM is useful. One of the CRM hacks you can use is utilizing Google Doc for its accessibility and straightforward layout. Check out the features and tools within the app and take advantage of their many uses. One feature that can help with speed and efficiency is the typing feature. Use it the next time you have a meeting in order to take quick notes. You can then copy all the little notes you have and put it in the CRM. 

 

The other CRM hack available is Otter, a transcription website that can transcribe all your recorded audios. You can record your Zoom meetings and import it to Otter to get a breakdown of your conversation per second. This allows you to go back to your meetings to review parts of the conversation you want to revisit. Use these CRM hacks to make the most of your CRM. 

 

“Secret Ninja Hack For CRM Updates and Meeting Recaps” episode resources 

Connect with Donald via these channels: LinkedIn, Instagram, Twitter, and Facebook about any sales concerns. This episode is brought to you in part by Intherrupt, a podcast that is all about empowering women leaders. Every episode, Linda Yates interviews some of the most intriguing women in the business world. She finds out what they do to be able to gain an opportunity in the business world. The podcast launches on August 24 and if you want to get on an early adopters list, go to www.salespodcastnetwork.com/intherrupt.

This course is also brought to you in part by TSE Certified Sales Training Program. It’s a course designed to help new and struggling sellers to master the fundamentals of sales and close more deals. It will help them elevate their sales game. Sign up now and get the first two modules for free! You can go and visit www.thesalesevangelist.com/closemoredeals also call us at (561) 570-5077. We’d love for you to join us for our next episodes so tune in on Apple Podcast, Google Podcast, Stitcher, and Spotify. You can also leave comments, suggestions, and ratings to every episode you listen to. You can also read more about sales or listen to audiobooks on Audible and explore this huge online library. Register now to get a free book and a 30-day free trial. Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Mentioned in this episode:

HubSpot and bluëmago | STUDIOS

HubSpot and bluëmago | STUDIOS hubpspot.com/marketers bluemangostudios.com