For any company actively selling, there are 3 basic and essential sales tasks that need to be done day in and day out by everyone to consistently produce strong results and steady growth.

  1. Sales Pipeline - manage the pipeline, optimize the process, maximize sales.

  2. Documentation - activities of the company, including calls, meetings, demos etc.

  3. Follow-ups - schedule and manage, insure opportunities aren't missed.

The CRM is absolutely the best tool to manage these essential tasks, insuring they are part of everyone's daily work-flow - not addressed just casually and randomly, or just by memory. Using a CRM will help confidently manage these tasks reliably, accurately and consistently.