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CRM Activity Management Best Practices

  • CRM
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Staying organized is key to productivity. John Smoak gives industry best practice advice on how to work through tasks in this video.

Proper activity management will help you be more organized, accomplish more in less time, and make more money. CRM Tools like Salesforce help you capture key communications: phone calls, notes, meeting notes, emails, texts, etc. and you should do this throughout the day as you work. Also, while it is fresh on your mind, create your followups. Use the subject line for capturing information and creating followups that are very descriptive so that you can make more phone calls, send more emails, and make more money