Use A Proper CRM Solution

We all should use the right CRM solution

Why use the right tools CRM?

Knowing each software’s purpose and scope enables users to choose the right tools CRM for their businesses.

The right CRM solution may be paramount to enabling business growth, but the wrong one can be detrimental without awareness.

Use the right tools - CRM Solution Have you ever used a knife as a screwdriver?

We all probably have done it once: the ability to make things happen with limited resources is what makes entrepreneurs successful, isn’t it?

Well, not always.

Some entrepreneurs cannot swift from the state of mind of very limited resources (startup) to embrace a spendable capability (scale up). T

In all fairness, it is also true the opposite: but let’s skip this topic now.


It is great to be able to use a knife to unscrew something, it is great to be able to achieve a result with limited or no resources. This is probably a reason why some start-uppers can’t succeed, they are too focused on managing limited spending instead of boosting the growth. That state of mind is something that quite often reduces investments’ acumen and, instead, shrinks the business’ growth.

Then there comes a time when efficiency is required.

Time is the most valuable resource anybody has. Time usage capability is at the kernel of success: well before Seven Habits.


What is still complex is determining how much our own “time” costs to us.

The value of any investment takes that price as a benchmark: the ROI of the investments should also include the time we spend on them, not only direct costs. That’s why the secret of Using the right CRM solution or Using the Right Tools is not clear enough.

Entrepreneurs who rely on their own time to make things happen can find it hard to scale their businesses.

From my own diary:

We all have seen weird things around us, the longer your life, the more you may list.

The weirdest database I’ve ever seen was developed on WORD.

Yes, Word, Microsoft’s writing tool!

That company, in order to innovate from the business cards collection, developed a digital tool to run on fairy trades. All the data were input into a Word file, the outcome was just printing postal labels.

Crazy? Yes, but not too much due to the time. Maybe you know that nowadays a lot of companies are still running databases on Excel… Sometimes also CRM!

Using the right CRM solution and creating value with CRM shouldn’t be complex or expensive, it is a matter of knowledge: know what to do and why. (

Use A Proper CRM Solution.


The fact is that there is a considerable amount of business people out there who are still not using the best solution to support their business, not even their sales processes.

Are you among them? Ask yourself 4 questions:

  • What is the value of your own time?
  • Can you still afford to waste time using inefficient tools?
  • How much would you pay to boost your own productivity?
  • Would you give away valuable assets you created for free?

Why we all should use the right CRM solution? Incredibly enough, most people are still not fully aware of the implications of time management, as a result, they can’t appreciate what they just don’t know.

When we learn a new way to achieve better results with less effort, we may unveil the amount of time we wasted before learning it.

Then learning to use the right tools becomes the essence of improvement in business. Use the right CRM solution to really boost your business ahead.

“Every business relies on good relationships with the clientele, that’s why business leaders’ should care about investment in a proper CRM solution for strengthen them.”

Activity based selling is a mindset

A good way to improve sales is to change our mindset. When we hear the word “selling,” probably the meaning “closing deals” might be the first idea that comes to our mind. While it makes sense to think about closing a deal, first we can instead focus on what makes it possible, close a deal is the outcome of often long, complex and graceful labor.

What we can measure are only the activities done during the labor time… Let’s check how adopting an activity based selling philosophy may shift the outcome.

In activity based selling, you focus on the actions that make a sale possible, rather than closing the deal itself. Discover how ensuring the best performance among all salespeople.

CRM - activity based selling. The foundation of activity based selling lies in switching your focus from results to actions. This type of mindset helps you to have more control of your time, allowing you to build a lifestyle while simultaneously improving your closure rate.

8 key points to develop an activity based selling approach.

  1. Mind your goals. Even if it seems counterintuitive, you need to know what your goals are from the start to set a specific plan to achieve them.
  2. Focus on your real motivation. There’s something deeper than the need to make money to pay the bills. Focus on that meaning.
  3. Record your success. Record your actions and look at the times you have been successful. Find the commonalities in your schemes when you were successful. You can understand a lot from your workflow.
  4. Look for references. Researching some of the most successful sales management techniques may be helpful, cause can offer excellent references to experiment with. Keep in mind that other people’s techniques might not work for you, so continue to nurture the actions that are already working for you.
  5. Find out your metrics. Knowing what your goals are, you should have a clear frame of your Key Performance Indicators. Track and collect data from them. Then compare and analyze them in an accessible way.
  6. Set daily tasks. To make sure your goals are realistic, it is crucial to understand if your ambitions are too big and if you can carry the daily load of steps required to fulfill them.
  7. Visualize the whole frame. Each week, look back at those metrics. Celebrate what you achieved and work hard on those you missed, so that you can improve.
  8. Improve. Depending on your attitude, at some point, you should start to recognize a change in your actions, and that things are moving along better than before.

You’ve created a work environment that attracts more sales. This evolution can take time, but it will arrive. You can now improve it with a set of sales management guidelines that may strongly support the sales team in getting more efficient: here is The Definitive Guide to Sales Management a helpful for anyone searching for improvement of the sales process by applying the best CRM solution methodologies.

What happens when teams start adopting activity based selling?

Why use the right tools and adopting activity based selling?

In the long term, people get more and more comfortable in setting tasks in the calendar and stick with them; to achieve a Kick-Off training is required. The benefit of a proper set of task patterns will be clear when more than 75% of tasks start naturally in the calendar.

As long as only a few of them will be placed in the calendar, but many of the daily tasks will not appear in the calendar, then the calendar management will be ineffective.

To facilitate it, with our CRM solution we suggest creating automation of daily tasks and appointments that input all the new tasks in the calendar automatically but also create routines where people create, update, and mark an activity as done in the calendar as a standard.

Salespeople can have hectic days, and it can be difficult to accomplish all the commitments with clients, not to mention days when everything goes wrong.

This is where the activities based selling methodology really helps people to check the calendar and move to the next task or postpone it to the next available time slot.

We helped many teams get into activity based selling properly, and we have seen the efficiency improve, but also how the working environment can be enhanced by better time management and stress reduction.

Tracking completed activities is also a good way to measure your own performance, something that helps salespeople improve their productivity and have an impact on the bottom line.

CRM business cards - CRM solution.

Are you looking for an easy CRM?

Search no further!

What if you may adopt a CRM that empower your sales reducing admin work, improving efficiency to boost your bottom line?