This article provides a simple daily routine to maximize efficiency in ShareBuilders CRM, ensuring you stay on top of accounts, activities, and opportunities in just 10 minutes a day.
Spending a few minutes each day in ShareBuilders CRM helps you stay organized, track account progress, and follow up on key opportunities without falling behind. Consistent use improves pipeline management and ensures no potential revenue is overlooked.
Check Your Dashboard – Start your day by reviewing upcoming activities and key account updates.
Update Existing Pending –
via your Sales Funnel if you prefer to view Pending on a board.
via your Pending List if you prefer to view Pending on a list.
Check Unknown Contacts (if using assistant@share-builders.com or Connected Mailbox) – If you’re using an integrated email assistant, review the Unknown Contacts section to properly assign and categorize new contacts.
Review New Leads & Opportunities – Review new assignments or leads and determine the next steps.
Monitor Account Activity – Check for any changes in account status, recent engagements, or billing updates.
Follow Up with Contacts – Send follow ups to key contact, ensuring active communication.
Log New Notes & Interactions – Keep track of important conversations and updates within each account.
Plan What is Next – Set reminders and tasks for upcoming follow-ups or meetings.
