Post by yamanhosen5657 on Mar 7, 2024 4:20:55 GMT
Stages By Anna Burgess Yang A hero image of a calendar icon with a checkmark in the middle on a light blue background. Even a fast-paced sales role needs some time for focus work. With more clients comes more prep and follow-up—and if you're not doing your due diligence, you'll start losing sales. When I was the sole sales rep at a company, this was my life. I created detailed, custom proposals for prospects and drew up contracts for new clients. Both were time-consuming. Both were time-sensitive. And a link to my Calendly was on the company's website, so new meetings could drop on my calendar without much notice. I needed to block off time on my calendar to work on proposals and contracts.
And by using Zapier to connect my company's CRM to my Google Calendar, this happened automatically. Zapier is the leader in workflow automation—integrating with 6,000+ apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for Panama mobile number list your business-critical workflows across your organization's technology stack. Learn more. What sales activities belong on a calendar? I'm a big proponent of time blocking (it rules my life), and certain sales activities happened every day. I always set aside time to review the CRM and follow up with prospects. And I spent time scouring Sales Navigator on LinkedIn, looking for new opportunities. It was easy to block off time on my calendar for these tasks.
But proposals and contracts were a different story. They were hard to predict. A prospect might request a proposal during a discovery call—and then I needed to prepare that ASAP. If you block off time on your calendar for these types of activities, then you can protect your calendar (not allowing other meetings to be scheduled) and also make sure you've set aside time in your day for the work. It's not fun to prepare proposals outside of business hours simply because you were caught up in other sales activities during the day. And it's easier to prepare proposals and contracts when you can focus.
And by using Zapier to connect my company's CRM to my Google Calendar, this happened automatically. Zapier is the leader in workflow automation—integrating with 6,000+ apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for Panama mobile number list your business-critical workflows across your organization's technology stack. Learn more. What sales activities belong on a calendar? I'm a big proponent of time blocking (it rules my life), and certain sales activities happened every day. I always set aside time to review the CRM and follow up with prospects. And I spent time scouring Sales Navigator on LinkedIn, looking for new opportunities. It was easy to block off time on my calendar for these tasks.
But proposals and contracts were a different story. They were hard to predict. A prospect might request a proposal during a discovery call—and then I needed to prepare that ASAP. If you block off time on your calendar for these types of activities, then you can protect your calendar (not allowing other meetings to be scheduled) and also make sure you've set aside time in your day for the work. It's not fun to prepare proposals outside of business hours simply because you were caught up in other sales activities during the day. And it's easier to prepare proposals and contracts when you can focus.