Now that we have Scripts, Email Templates, Collaterals, Plays and Checklists apart from regular CRM capabilities how do we make use of them to be an effective and efficient sales person? One way is to work on your deals in your Pipeline using the Checklist view. So. You in your pipeline view you can see... Continue Reading →
Activities Inbox view in Playbook CRM
A sales person is constantly on the job - hunting, communicating, closing and so on. What this means is she prepares every month, week and day to achieve her goals (quota included). Which boils down to "ACTIVITIES" or "TASKS" that are planned daily (maybe weekly and monthly too) and executed on time and properly. One... Continue Reading →