Integrating CRM Tasks with Your Calendar

Here’s a quick tip on scheduling tasks from your CRM system. Salespeople for the most part are used to scheduling tasks (prospecting calls, follow-up, etc.) from within their CRM system. Usually they pick days at random to actually work the tasks. They don’t normally track how many have been scheduled for a particular day, so [...]

By | 2014-04-19T11:14:59+00:00 March 10th, 2010|Sales Success|0 Comments

Clearing the Deck

It’s 8:00 on a Friday night, and I’m looking forward to getting out of the office soon. First, though, I need to clear the deck. “Clearing the deck” is an old term that told sailors to get ready for action. When the captain told them to clear the decks, they would stow their hammocks; put [...]

By | 2016-10-17T16:41:29+00:00 November 13th, 2009|Sales Success|0 Comments