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Optimizing your CRM
August 11, 2022 @ 12:00 pm - 1:00 pm MDT
Designed for “hungry” founders and revenue-driven business leaders, this Growth Snack session is all about Optimizing your CRM.
Okay – so you have a CRM set up. But do you have it set up so it’s working for YOU? And not the other way around? It sounds funny – but we’ve seen it!
In this Growth Snack session, we’ll help you to maximize your use of custom fields to qualify and prioritize your leads, and we’ll give you some of our fav tips and tricks for managing your pipeline. We’ll share what we look for (in our own CRM), the red flags we watch out for and which key reports we find most useful.
So, grab your lunch and let’s hangout for an hour while we help you get to big value (and FAST!).
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