This is a running collection of the sales tips from the regular BuddyCRM newsletter compiled by our sales director, Adam Hannath.
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Search before you create
Data Hygiene
Before you create a new company record, search by postcode or phone number as well as name. Company names get typed differently every time, “J S Engineering,” “J. Smith Eng Ltd,” “JSE,” but the postcode and main phone number don’t change. That’s usually where a duplicate hides.
Data beats Distance
Team Accountability
If you’re managing a remote team, don’t just rely on gut instinct or who shouts the loudest on the Monday call. Set up one or two key reports that show what really matters: activity, pipeline health, and follow-ups. Review them every week, and suddenly, distance stops being such a barrier.
Search before you create
Data Hygiene
Before you create a new company record, search by postcode or phone number as well as name. Company names get typed differently every time, “J S Engineering,” “J. Smith Eng Ltd,” “JSE,” but the postcode and main phone number don’t change. That’s usually where a duplicate hides.
Data beats Distance
Team Accountability
If you’re managing a remote team, don’t just rely on gut instinct or who shouts the loudest on the Monday call. Set up one or two key reports that show what really matters: activity, pipeline health, and follow-ups. Review them every week, and suddenly, distance stops being such a barrier.