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Your CRM Is Not a To-Do List
Video coming soonClearing tasks is not the same as following up. Mark and Hank show how to use CRM notes so every call and text picks up where the last conversation left off.
Show notes
Most reps treat the CRM like a chore: log the call, clear the task, move on. The customer can tell.
Mark shares how the best follow-up teams write notes that make the next touch personal: what the customer said, what they are worried about, and what you promised. Hank adds what managers look for when they open a deal that has gone cold.
Try this today: for your five hottest customers, add one line to the notes about what matters to them most.