Manage Your Sales Follow-Up & Follow-Through Effectively with CRM Dashboards

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Do you want more business?  If your answer is “yes” then you need a way to stay on top of the sales leads you already have in place.  Yet, if you’re like most businesses, you invest more time and money developing new leads instead.  Why?  Because you don’t have an effective way of managing your follow-up process.  Think about it. How many times have you lost a sale because you forgot to make a follow-up call in a timely manner?

The CRM Dashboard that we use here at P2 Automation will give you the ability to see all of your current sales leads in one place.  With a properly designed CRM Dashboard, you’ll immediately see a list of the companies you have to follow-up on today.  This will give you greater control over your sales process and ensure that all leads get the attention they need when they need it.

We’ve put together this short video to show you how to Track Leads with a CRM Dashboard, and how simple it can be to follow-up on those leads.  Stay tuned for our next video on how to use a CRM Dashboard to follow up on quotes you’ve sent to customers and prospects.

If you would like information on how to develop a CRM Dashboard to manage your sales leads, Contact Us today.

Microsoft Dynamics CRM is a simple and powerful tool that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and manage our marketing process.  In simple terms, Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and eventually to ongoing client management.

P2 Automation is a Connecticut Microsoft Dynamics CRM Partner

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