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Sales Operations·8-page PDF·beginner
The CRM Quick Start: Set It Up Properly In One Afternoon
The short version of the CRM guide, for a team that has an afternoon rather than a quarter. The decisions that matter, the ones you can defer, and the three mistakes that are expensive to undo later.
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SALES OPERATIONS · 8-PAGE PDF
The CRM Quick Start: Set It Up Properly In One Afternoon
What's inside
- The minimum viable pipeline: how many stages, and what each one means
- The fields worth adding on day one, and the ones to resist
- A weekly rhythm that keeps the data true without a hygiene policy
- What not to do, and why each of those is painful to reverse
- When to graduate to the full build
What sellers & sales leaders are saying
"The saying goes that the first task of any new sales leader is to build the playbook. Matt does this for you in this astonishing collection of go-to-market business critical playbook of intelligence, bound up like a single pane of glass that is easy to consume. This is an incredible asset for any sales leader looking to make waves. Highly recommended."
DL
Doron Luder
VP of Sales, VinciWorks
Free forever. We'll email it to you.
Part of this track
AE Essentials
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