Set a recurring 30-second habit – Before every visit, scan the customer’s last three notes in the mobile app. That tiny routine is often the difference between a “good catch-up” and a meeting that actually moves deals forward.
Set a recurring 30-second habit – Before every visit, scan the customer’s last three notes in the mobile app. That tiny routine is often the difference between a “good catch-up” and a meeting that actually moves deals forward.