How do you stay organized with your day to day activities; strictly CRM, outlook tasks etc?
THIS RIGHT HERE.Woods Ag said:
I've always had a CRM and I rarely use it if at all. It's normally forced use to meet requirements, and as I meet/exceed expectations those requirements get loosened. I don't use digital meeting notes or reminders. I do use Outlook calendar meeting invites to block of meeting times for my customers so that they don't forget.
I carry a notebook with me. After meetings I'll jot down a few important items. Same thing if I'm making phone calls or emails. With current customers I pretty much remember where everything is, next steps, upcoming opportunities, so I don't really have to go back and look it up. For prospects, I have a system that works for me as far as calling, emails, follow-ups and how often and I just jot down date/time and method of contact.
I wake up every morning between 4-5am. Work out until 6-6:30. Shower, breakfast, sit down in my office by 7am at the latest. I brainstorm and jot down some "to-do's" for the day. I also write a lot of my introductory emails to potential customers. And I start knocking out my to-dos when everyone else starts their workday.
It's not the most organized method and it's not up with the times, but it works for me. I meet/exceed my goals, I never get caught off guard by my bosses when they ask for updates, and they leave me alone.
My advice is just find what works for you. We all work differently.