Sales · Intermediate · about 15 minutes

CRM notes and pipeline hygiene — the admin nobody does

Your CRM says: 'Had a good call. They are interested. Will follow up next week.' Written six weeks ago.

You need

Memo: 'Ok just came out of Vaibhav Polymers. Met Sandeep the ops director again, MD was supposed to join but didn't, he was travelling.

Tool

Your assistant's audio transcription

You get

1. THEIR WORDS — 'The MD is asking why we can't just fix the Excel process' (Sandeep, relaying the MD's objection).

Time saved

CRM notes from 15 minutes (or never) to about 2. Pipeline reviews from 90 minutes to about 25.