William N. Liles, CFA, CFP®, CPWA®’s Post

Does this sound familiar? You're a few months in with your new CRM but something seems off. Sales aren't as high as expected. Could it be an issue with CRM adoption? Having a top-notch CRM means nothing if your team isn't fully utilizing it. Time to reevaluate. Learn about #CRMadoption from our very own James Urie and 's Sam Queen. #Sales

🔥 Small biz friends, let's turn those 'maybes' into 'heck yes'! Follow these steps and watch as past leads become today's wins. 🚀 Ready to level up? Sign up for a demo at https://callbackcrm.com! 📈 #GrowthHacking #CRM #SmallBusiness

Does this sound familiar? You're a few months in with your new CRM but something seems off. Sales aren't as high as expected. Could it be an issue with CRM adoption? Having a top-notch CRM means nothing if your team isn't fully utilizing it. Time to reevaluate. Learn about #CRMadoption from our very own James Urie and 's Sam Queen. #Sales

📣 Link2list will soon scrub your list for less! When we first launched List2list a couple of years ago, it was at the behest of Act!. They wanted an integration with BriteVerify to help Act! customers scrub their distribution list quickly and easily from inside their CRM. READ MORE ➡ link2.work/scrub4less . . . . #keystrokenet #linktivity #link2list

CRM: Can’t Remember Much CRMs are like my brain’s hard drive... until it crashes. 🤯💾 Nothing like logging into your CRM to find it has mysteriously eaten all your notes. Just when you thought you had it all under control, it’s like the Bermuda Triangle swallowed your deals. Any fellow SDRs out there with a love-hate relationship with their CRM? Let’s hear your best ‘CRM ate my homework’ tales! #SalesTech #CRMProblems #SDRLife

Exciting news! Retain is now integrated with both HubSpot and Salesforce. You can now get real-time net dollar retention reporting from your CRM data... no more waiting a month after the quarter ends to see where retention landed. Better visibility increases on-time renewals, customer upsell opportunities, and will save you hours you are currently spending waiting for end-of-the-quarter reports. Reach out if you'd like to see Retain in action.

Just finished the course "CRM BASICS" 

How to sort through promising customers and business opportunities in your CRM - because it's not usually apparent who your best customers or clients are going to be! Tap the link below to listen to the show https://lnkd.in/dtZ_JpYp

🎃 Don't let outdated CRM data play tricks on you this Halloween! 🍬👻 Treat your sales team to a database full of enriched, accurate prospects. With PipeLaunch, make every sales outreach a delightful treat, not a dreadful trick. #CRM #useradoption #salesproductivity #salesforce

INBOX ZERO FOR YOUR CRM Zero Boards are grid views tailored to highlight specific tasks that demand your immediate action, like updating missing Next Steps or moving outdated Close Dates. The goal is to clear these tasks from the board, achieving a 'zero' state that ensures all your critical activities are taken care of. Records will automatically be added to this view when they fit the criteria (ex. Close Date is before today), and removed when you make the necessary edits and refresh the view. Leaders can also create Zero Boards, grouped by reps on their team, to get a quick high-level overview into deals or tasks that need actioning. And everything instantly reflects back into Salesforce. Setup a Zero Board for yourself at the 🔗👇 #Sales #Revenue #GTM