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Updated over 4 years ago on . Most recent reply

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Jason Malabute
  • Accountant
  • Los Angeles, CA
686
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1,470
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LEARNING HOW TO USE CRM FOR COLD CALLING

Jason Malabute
  • Accountant
  • Los Angeles, CA
Posted

My mentor recommended that I put all of my seller leads in a CRM to manage my contacts and follow ups more efficiently. 

At first I procrastinated. We often hesitate starting things we dont understand. I insisted I keep my seller contacts and notes on an Excel worksheet.

I learned things the hard way when I accidentally deleted the Excel worksheet. Therefore, I had to take a couple days to retrieve the deleted phone numbers.

 In the end of the day I still had to learn how to import contacts into a CRM.

The moral here is I could have saved time if I didn't try to take shortcuts. I had to learn how to use a CRM anyway.

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