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CRM HACK: Boost Your Sales by Using the RIGHT Statuses
#CRM #HACK #Skyrocket #Sales #Statuses
Want to turn your CRM from a glorified contact list into a sales POWERHOUSE? 💥 In this video, I reveal the secret weapon: defining the RIGHT statuses.
Visit https://www.myexecutivebrief.com for strategies to set up your CRM for success.
I’ll show you the exact framework I use to:
Track leads EFFORTLESSLY: See where deals are won and lost, and identify bottlenecks in your sales process.
Automate like a PRO: Trigger sequences and workflows based on specific statuses to nurture leads and close deals faster.
Unlock ROBUST data: Gain deep insights into your sales performance and make data-driven decisions.
I’ll cover two crucial types of statuses:
Pipeline Statuses: (New Lead, Meeting Scheduled, Proposal Sent, Won, Lost) – Track the ACTIVE stage of each deal.
Lead Statuses: (Prospect, Qualified Lead, Bad Fit, Unresponsive) – Categorize leads based on their POTENTIAL and engagement.
Don’t miss this game-changing CRM strategy! 🚀
#SalesOrganization #CRMTools #SalesPipeline
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Statuses help you stay organized and track leads at every stage. Use clear labels for your pipeline and lead statuses to know exactly where each deal stands.
• Create statuses like “New Lead” or “Proposal Sent.”
• Use lead statuses for long-term tracking (e.g., “Bad Fit”).
• Automate actions based on status changes.
#CRM
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#Productivity
#LeadManagement
#SalesTips
#CRMHacks
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