Create daily habits around sales activity
Posted: Sat Feb 22, 2025 6:26 am
If you want a video platform specifically for sales, check out Demodesk or Crankwheel .
When someone books a first appointment with you, you can automatically create it in your CRM. For example, we created this Zapier template that easily connects YouCanBook.me with Salesflare.
Set up automated reminders to add meeting notes after each meeting with a prospect. This is standard in Salesflare , but can also be set up with a bit of Zapier magic.
Use automatic transcription software , like denmark cell phone number list Fireflies. It automatically records and transcribes your calls, and allows you to gain valuable insights and sentiment analysis from your calls. Additionally, Fireflies natively integrates with Salesflare — your meeting transcripts will be automatically sent to your Salesflare account immediately after your meetings. This will allow you to track phone calls for training purposes and to see if there are any issues in the sales process.
Get automated reminders to add meeting notes after prospect meetings.
Are you having trouble staying on track when working remotely ?
The best way to fix this is to create daily habits. Once you have these habits in place, it will be much easier to stay on track, no matter how motivated you are that day.
Focus on following up with x customers per day, making x calls, creating x new opportunities, ... What makes the most sense depends on how your sales process works.
Try to set these goals in collaboration with your sales manager. Your sales manager may even set sales quotas at the input level and it is good if they are aligned. Which brings us to the next point.
When someone books a first appointment with you, you can automatically create it in your CRM. For example, we created this Zapier template that easily connects YouCanBook.me with Salesflare.
Set up automated reminders to add meeting notes after each meeting with a prospect. This is standard in Salesflare , but can also be set up with a bit of Zapier magic.
Use automatic transcription software , like denmark cell phone number list Fireflies. It automatically records and transcribes your calls, and allows you to gain valuable insights and sentiment analysis from your calls. Additionally, Fireflies natively integrates with Salesflare — your meeting transcripts will be automatically sent to your Salesflare account immediately after your meetings. This will allow you to track phone calls for training purposes and to see if there are any issues in the sales process.
Get automated reminders to add meeting notes after prospect meetings.
Are you having trouble staying on track when working remotely ?
The best way to fix this is to create daily habits. Once you have these habits in place, it will be much easier to stay on track, no matter how motivated you are that day.
Focus on following up with x customers per day, making x calls, creating x new opportunities, ... What makes the most sense depends on how your sales process works.
Try to set these goals in collaboration with your sales manager. Your sales manager may even set sales quotas at the input level and it is good if they are aligned. Which brings us to the next point.