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How do you use your CRM?

Disclosure this question is adapted from a linkedin post linked below.


We all have to use goddamn SFDC (or something) of some sort - forecasting, producing documents, integration with docusign etc., if you don't you are probably in the minority and you should be.


So I wonder, what do you put in your CRM? Personally, I don't put a thing in there. my qualifying summary's are "sign this month" "fill or kill". Sausage making is ugly, I don't want my emails tracked in that thing (I don't think the company does either), and I want to make myself harder to replace. I also don't have the time - why waste it on things that aren't earning me checks. All this to say - I know a lot of folks are mandated even at my company to do this.


When salesforce isn't really slow it is pretty great though - it basically only has accounts that demonstrated interest before and complete integration with quoting and docusign is niceeee.


I'd be curious to know your Role + Rev/Booking Responsibility.


I'm a SAE - ~30million dollar Rev Bag with ~5m in net new ARR.


https://www.linkedin.com/posts/jimkeenan_im-very-curious-about-this-i-cant-wait-ugcPost-6801592237236076544-tTsA

☁️ Software Tech
πŸ€“ Sales Tech
6
softwaresails
Politicker
+4
Sales Manager
Everything goes in Salesforce for me. If it’s not in salesforce it didn’t happen.Β 

If I didn’t do this I couldn’t tell you how many things would fall through the cracks.Β 
CuriousFox
WR Officer
+11
Needer of Life Alert
Ugh I hate that phrase. Like fingernails on a chalkboard πŸ€¦β€β™€οΈ
braintank
Politicker
+6
Enterprise Account Executive
I take the opposite approach. I put all myΒ  notes in salesforce and generally bcc CRM for all important to emails. I like having everything organized and accessible. Keeps management off my back when they know my answer to any question is: check the CRM. I also find custom dashboards and reports are helpful to keep myself on track and answer questions about the business.
Chep
WR Officer
+10
Business Development Team Lead
Agree with this. Just easier to access all my notes in the CRM when I'm making calls rather than having to pull up another document.
salesdaddy
Fire Starter
+3
Senior Account Executive
I've found it holds everything for me, but I've never found it does any task management - this is why we have outreach, separate forecasting tools (we used to), and all my colleagues use some sort of note taking. I have my BDRs, SE, and manager all on a slack channel.Β Β 
Lambda
Politicker
+6
Sales Consultant
I don't, i need to get better at it, but ultimately i like to take my own notes and save in one note because should anything happen to my job/career I don't own those notes in SFDC
braintank
Politicker
+6
Enterprise Account Executive
If you leave your job why do your old notes matter?
salesdaddy
Fire Starter
+3
Senior Account Executive
I'd assume because, he'd like to take his book with him.Β 
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Prizrak
Politicker
+6
Disruptor of worlds
I use it to keep track of everything. Keep my notes, emails, follow up reminders, everything. I can't imagine how I did anything without Hubspot 15 or 20 years ago.
BCD
Politicker
+6
BDR
Primarily for notes that help move a deal along, research, reports and activity trackingΒ 
BeyondtheMoney
Senior Account Executive
Deal size, opp name and close date. Everything else is in comment box so I'm not sitting there entering info 5.34 hours a day
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