Every morning I was getting up and busting open the cupboard and grabbing the coffee grounds, putting them in the coffee maker, and waited for my cup of Joe. Once upon a time I had spent the time to learn how to set the timer and got into the mode of prepping my coffee at night; therefore in the morning I would walk in the kitchen and it was all set to go and I was off on my day to sell.
The power had gone out sometime ago and I had not spent the time to reset the coffee maker timer. The pain of trial and error for even 5 minutes of trying to stop and relearn the timer thwarted my efficiency I had once gained.
The same rings true with a sales person's day to day use of their sales tracking and CRM systems. Many will not spend the time to learn the simple tools that could save them time and energy. Make a list of the repetitive things you do each week entering into your CRM system or lists, views, etc. that you need. Then try to pick one a week that you can try to learn how to leverage technology to save you time. Stop, Think, Create, Learn, and Save Time.
See below this video that covers the powerful tool in Microsoft Dynamics CRM Advance Find. VIDEO - Save a View and Share a View with your sales team.
Copyright © 2014 Dave Neal
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