Training
      Back to home
      1. Help Desk
      2. ShareBuilder CRM
      3. Training

      Managers Daily Guide in ShareBuilder CRM

      What


      This guide outlines a daily routine for managers to effectively utilize ShareBuilder CRM in just 10 minutes a day, focusing on key performance metrics and actionable insights.

      Why


      Regular, concise engagement with ShareBuilder CRM enables managers to monitor market performance, identify areas needing attention, and provide timely coaching to their teams, thereby enhancing overall productivity and goal attainment.

      How


      To efficiently manage your markets using ShareBuilder CRM, follow these steps:

      1. Assess Budget Performance:

        • Navigate to your market summary page.
        • Review the percentage to budget by market to determine who is contributing - Local, National, or both.
        • Evaluate projections for the upcoming two months to anticipate future performance.

      2. Examine Pending Dollars:

        • Analyze current pending deals to estimate where the market should end the month.
        • Sort by 'L' (Local) in the N/R/L dropdown to assess local pending amounts.
        • Sort by 'N' (National) to evaluate national pending. If figures appear unrealistic, prompt the market to clean up national pending entries.
        • After adjustments, this will provide a clearer picture of the month's end. If discrepancies persist, identify who may need coaching for more accurate pending entries.
        • Repeat this process for the following month by adjusting the criteria accordingly.

      3. Monitor Booked Changes:

        • As the week progresses (minimal changes may be observed on Mondays), track the increase or stagnation in booked dollars to gauge sales momentum.

      4. Monthly Account Review:

        • Examine top accounts, attrition rates, and non-returning clients to stay informed about significant contributors.
        • Identify opportunities to introduce digital offerings and anticipate pending deals from non-returning clients.

      5. Next Steps

      • Taking the time to address any Next Steps alerts is crucial to ensure that all financials are allocated and categorized correctly. This practice will enable you to make precise forecasts and necessary adjustments.