From the course: CRM Basics: Unlock Business Growth through Relationships

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Increase team efficiency

Increase team efficiency

- As a sales professional, you've been asked to do more with less. It's a common situation. You're looking for ways to make your sales process more efficient so you can work smarter and faster. It's time to discover how tools like email tracking, meeting links and tasks connected to your CRM increase efficiency, whether it's a CRM you're building or one you've bought. The process you create for yourself will help you with efficiency and make you a more effective salesperson. First tool to set up, meetings. Imagine this. A prospect agrees to a meeting. Great. You then ask them what a good time to meet would be. They answer you, but you don't know their time zone. Plus, the times they offer don't match your calendar, and now you need to ask for more times. This immediately strains the relationship. It's inefficient for both of you. Instead, the most efficient way is to give them access to your available meeting times. A meeting tool allows your prospects to set up a conversation with…

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