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The Cure for Sloppy Sales Syndrome: 3 Tips on Getting Organized Using Dynamics CRM
Are you feeling the symptoms of sloppy sales syndrome? Misplacing important documents, digging through hundreds of emails, and forgetting to follow up on an opportunity are all key indicators. No sales person wants to complain about having too many opportunities, but at times the workload can be time-consuming and overwhelming. By minimizing these issues, you optimize your profits. This blog will share the top 3 tricks to stay organized using Microsoft Dynamics CRM.    1. Tasks: Set Daily, Weekly, and Monthly Reminders  Tasks are a sales person’s best friend. Dynamics CRM tasks are your daily reminders to perform action items during a sales cycle. They keep you accountable for future action items and eliminate the risk of losing any information saved on notepads, post-its, or white boards. 2. Set Regarding: Link Information for Easy Discovery Ever try looking for an email conversation that you had a few months ago that includes […]
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