{"id":6244,"date":"2025-03-04T15:32:02","date_gmt":"2025-03-04T15:32:02","guid":{"rendered":"https:\/\/www.puredesignsolution.com\/blog\/?p=6244"},"modified":"2025-03-05T14:41:33","modified_gmt":"2025-03-05T14:41:33","slug":"still-using-the-new-crm-the-old-way","status":"publish","type":"post","link":"https:\/\/www.puredesignsolution.com\/blog\/still-using-the-new-crm-the-old-way\/","title":{"rendered":"Still using the New CRM the Old Way?"},"content":{"rendered":"\n

I\u2019ve been riding my cool SUV for more than 5 years now. I call it my thinking car because it was an upgrade from my regular sedan with super smart blind-spot monitoring, touch lock, and more. It\u2019s been a decent ride. But am I using all the features that can help me be more efficient and smart in all weather conditions? The answer is a big NO, even though I attended a 2-hour session to learn about the features and functionalities.\n<\/strong><\/p>\n\n\n\n

The reality is, I didn\u2019t take time to practice<\/a> implementing them, and I\u2019ve been driving my SUV almost like my old sedan\u2013minus the blind-spot monitoring.<\/p>\n\n\n\n

I don\u2019t even have the app installed on my phone to use auto-start and auto-heat features for freezing winters!<\/p>\n\n\n\n

This is similar to something I’ve discovered recently with many sales teams. They struggle to optimize their CRM tool – using the new tools in the same old ways and not leveraging the COOL features to take their process to the next level.<\/strong><\/p>\n\n\n\n

I have a quick question: Is your CRM set up to send you a weekly report about your sales reps and pipelines, and which accounts should your sales team focus on<\/a> in the coming week to close them?<\/p>\n\n\n\n

If the answer is yes! You are in the right place with your CRM. If not, you are using your CRM almost like an old sedan.<\/p>\n\n\n\n

Let\u2019s do a simple exercise around setting up Sales Pipelines in a CRM:<\/strong><\/p>\n\n\n\n