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Managing Change and Transitions, CRM Automation, Knowledge transfer, Knowledge Capture,

10 Min Read

35 Ways to Boost Sales Productivity with CRM: Now and Later

35 Ways CRM boosts sales productivity: today & every future day.

The following list contains various ways that the use of a CRM system and related technology can help boost sales productivity and effectiveness...


  • To get a quick handle on your schedule for today and this week. It is important to not miss a Reduce-Risk-with-CRMTo-do task, an appointment, a phone call or an important meeting and screw up expectations.
  • To reduce my risk of forgetting who, what, when, where, why, and how!
  • To quickly find information about a contact's phone number, email, or address.
  • To notify prospective customers about an upcoming event such as a trade show or new pricing for a product line using email. 
  • To follow up with next action notes about a meeting that was just completed.  Thus not forgetting key elements of who, what, when, where, why and how.
  • To quickly view your top opportunities and the amount of time passed since positive progress; so the opportunity and contact relationships opportunity does not become cold!
  • To look up other customer accounts in the same geographical area and reduce travel time to reconnect.


  • To capture notes of a recently discovered, new competitor's apparent strengths, weakness and your selling strategies against. Extremely helpful “later” and when shared with fellow salespeople and sales management.


  • To provide sales force automation: Create a quote, send it with an email to an important contact, and automatically record it in your CRM history all with the press of a button or tap of a finger.
  • To access sales and product literature and easily attach it digitally to an outgoing set of email addresses.
  • To open a PDF of a recent quote to re-send to a prospect or to quickly review its contents before making a follow-up phone call.
  • To pop up a picture of contact, just in case you’re in a room with many others and need to quickly recognize them
  • To capture important notes and key decisions from a recent phone call SalesLogix-Mobile-Quick-actionsso the right commitments are not forgotten.
  • To view digital documents about pricing, product literature and competitive battle cards to make intelligent decisions and meaningful conversations!
  • To capture quick notes of a recent customer issues (ticket/case) and forward it to customer service for quick follow up.
  • Faster scheduling: To quickly view if another key person is available for a meeting; maybe an internal tech rep or sales manager to help with a upcoming sales presentation.
  • Easily click on the company's URL to view their web site - check out news releases, product offering and changes in key contacts.


  • Relationship Building: To remember to mention that the contact you're about to call has their only daughter now attending the State University or their spouse has started looking into a vacation home in Sedona.
  • To remember that Joe, Bill & Richard are obsessive fans for a favorite sports team and would really enjoy tickets to Saturday's game.
  • Click on the company's Facebook link to observe how they are trying to attract and influence others OR click on a contact's LinkedIn account to quickly view fresh info about the business or a person’s interests and prior job responsibilities.


Later...Stay tuned for Part II - valuable FUTURE ways CRM boosts sales productivity and effectiveness!

If you'd like to start a conversation about what is possible, a need to make a switch or upgrading your experience in getting more from your CRM, visit our home page or give us a call: 269-445-3001. 



NOTE: Check out Part II - the long term benefits that come later.

Topics:   Managing Change and Transitions CRM Automation Knowledge transfer Knowledge Capture

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