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      10 Minutes A Day In ShareBuilder CRM

      What is this article about?

      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.

      Why is this important?

      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.

      How to Spend 10 Minutes a Day in CRM

      1. Check Your Dashboard – Start your day by reviewing upcoming activities, pending deals, and key account updates.
      2. Update Pending Activities – Ensure all your pending items are up to date, marking completed tasks and adding new ones as needed.
      3. Review New Leads & Opportunities – Look for any new assignments or leads and determine next steps.
      4. Monitor Account Activity – Check for any changes in account status, recent engagements, or billing updates.
      5. Follow Up with Contacts – Send follow-ups to key contacts, ensuring active communication.
      6. 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.
      7. Log New Notes & Interactions – Keep track of important conversations and updates within each account.
      8. Plan Your Next Steps – Set reminders and tasks for upcoming follow-ups or meetings.

      Spending just 10 minutes a day following this routine will help you stay organized, close more deals, and make the most of ShareBuilders CRM.