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.
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