The War Room
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🚫 What is the most boring task in your daily work?

What is the most boring task in your daily work?


That can be:


  • Automated by software
  • Taken care of by sales operations team
  • Done by more junior talents
  • Can be totally scrapped as it brings no value
🏰 War Stories
🏹 War Room
68
funcoupons
WR Officer
+11
up in Fiji, under paddy
Writing notes in the CRM. Data entry from prospecting. 
swizard
Celebrated Contributor
+9
Sales Evangelist
Any top-of-the-head solution/strategy to free up space for things that brings you more joy and better results?
mr
mrworldwide
Good Citizen
AE
I'm going to say it - scratchpad.com 
swizard
Celebrated Contributor
+9
Sales Evangelist
Good one mrwordline! any other tools you guys would recommend?
paddy
WR Officer
+10
Account Executive
Yes, data entry indeed
swizard
Celebrated Contributor
+9
Sales Evangelist
agreed! 
Show 1 more replies
QuesoBlanco
Opinionated
+1
Enterprise Account Executive
Came here to say this. We added closeplan to our Salesforce instance and it is one of the most useless, time consuming activities that I have taken part of in my sales career. 
swizard
Celebrated Contributor
+9
Sales Evangelist
what's the battle-plan to get it right?
Salespreuner
Big Shot
+11
Regional Sales Director
CRM entry on days activities!
swizard
Celebrated Contributor
+9
Sales Evangelist
Oh that is a killer! Have you thought of integrating CRM with Email/Navigator to avoid the manual work?
Salespreuner
Big Shot
+11
Regional Sales Director
Nope.not really
Show 3 more replies
MrMotivation
Politicker
+4
Sales
Writing lengthy mutual plan letters. 
Kiona
Opinionated
+2
Head of Business Development
Can I get a template of your mutual plan letter?
swizard
Celebrated Contributor
+9
Sales Evangelist
Would be interesting to see how the lengthy plans can be trimmed down for efficiency. 
PhlipOut
Politicker
+6
Account Executive
urgh.. we have a whole spreadsheet like format for "larger" deals.
most clients resist this, but it makes our managers feel better
swizard
Celebrated Contributor
+9
Sales Evangelist
Seems that there are few key chalenges:
- Data entry 
- Keeping CRM updated 
- Follow ups 
- Reports. reports. repots 
- Dealing with silly integration bugs etc...

Let's list down few key methods we can constructively optimize each of the challenge folks. 

Thanks for being so engaged and sharing valuable insights!
swizard
Celebrated Contributor
+9
Sales Evangelist
If there are some more "boring/annoying" routine tasks in your schedule, feel free to share! 
sa
saleskick
Opinionated
+1
Sales Specialist
sending "thanks for your consideration" message to the lost prospects :xD 0 value, 0 ROI
CuriousFox
WR Officer
+11
Senior Account Executive
Daily calls for add ons.
sa
saleskick
Opinionated
+1
Sales Specialist
same challenge here.. it piles up quite a bit of workload and blocks calendar..
swizard
Celebrated Contributor
+9
Sales Evangelist
any saas solutions you would consider giving a try saleskick? 

AssistantToTheRegional
Opinionated
+4
Enterprise Account Executive
List building.

swizard
Celebrated Contributor
+9
Sales Evangelist
how about smart templates or masterbooks? ain't working for you?
swizard
Celebrated Contributor
+9
Sales Evangelist
or perhaps sales operations team can back you up on that?
Show 1 more replies
sa
saleskick
Opinionated
+1
Sales Specialist
Endless reports and spreadsheets.. client call summaries.
swizard
Celebrated Contributor
+9
Sales Evangelist
how about notetaker software ? 
34fifty
Valued Contributor
+5
Team Lead
Lifesaver!
Show 1 more replies
34fifty
Valued Contributor
+5
Team Lead
CRM maintenance hands down!
swizard
Celebrated Contributor
+9
Sales Evangelist
hm.. not the most fun activity, agreed! 
AF
AFische
Good Citizen
Director
65% of my time is spent on these types of tasks.  
swizard
Celebrated Contributor
+9
Sales Evangelist
huuuh! 65% sounds like a lot. tried any tactics for optimizing?
sa
saleskick
Opinionated
+1
Sales Specialist
anything else than signing the contracts with prospects :xD
Chep
WR Officer
+10
Business Development Team Lead
Exporting leads
swizard
Celebrated Contributor
+9
Sales Evangelist
Are you friends with LI Premium? It might be of a great help to keep things in the same place. 
poweredbycaffeine
WR Officer
+9
Bean Juice Drinker | Sales Savant
If LI Premium could export leads to CRMs or CSVs, then I'd never need another platform.
Show 1 more replies
BossBitch
Politicker
+5
Account Executive
Prospecting and CRM maintenance. Not a fan of either 
swizard
Celebrated Contributor
+9
Sales Evangelist
What do you do / plan to do in order to delegate / automate that part of your work?
BossBitch
Politicker
+5
Account Executive
I can't delegate I'm tracked on activities and pipe gen. Just a part of the job. 
Show 3 more replies
Tres
Politicker
+6
Account Executive
Sending weekly pipeline and forecast to management
swizard
Celebrated Contributor
+9
Sales Evangelist
hm.. is CRM unable to do that for you?
Tres
Politicker
+6
Account Executive
It could and does, so the bad part is having to manually send the email each week (in theory couldn't management view the same CRM we are?)
Show 2 more replies
MexicanTaco
Opinionated
+1
Business Development Representative
Manually creating leads in sales force 😑
PawPaw
Opinionated
+2
Business Developmemt Director - Americas
if you have sales nav on linkedin and salesforce, clicking the 3 dots next to the message button at the contact level in sales nav will provide the option to "add to crm". Each organization may need to turn this on but a huge game changer for data entry
MexicanTaco
Opinionated
+1
Business Development Representative
I think this only works if you have the enterprise account, at my company we all still have the individual licenses 
Show 3 more replies
TheVeteran
Opinionated
+1
Enterprise Account Executive
Updating "next steps"....way too much attention paid to such a meaningless field
swizard
Celebrated Contributor
+9
Sales Evangelist
what would be your ideal way to optimize it?
TheVeteran
Opinionated
+1
Enterprise Account Executive
speaking from an enterprise sales perspective, I don't think you optimize next steps. it's a tactical check box for upper management to know you are doing your job. they should already know that....it's why they hired you. major deals are won without updated next steps in a field. and the reverse is true as well.

I'd focus much more attention on the key buying signs that apply to your business. is the prospect a good fit, are they saying the right things, are they motivated to buy, so they have power to buy, etc.

if you are doing highly transactional, tactical selling....keep watching next steps
SoftwareSlanginSavage
Good Citizen
+1
Senior Account Manager
transferring notes from my comp book to Salesforce … I'm old school I actually use paper and pen...Shocking , eh?
Kiona
Opinionated
+2
Head of Business Development
I also am old school this way, and then I discovered Rocketbook - there is an app that scans your notes and transcribes them in text and sends you an email you can copy/paste in whatever CRM you use. - and its less than $20 for the app/book. 
SoftwareSlanginSavage
Good Citizen
+1
Senior Account Manager
You just blew my mind...where da fook have i been ?!!!! I will be purchasing this little app. Thank you much !
Show 1 more replies
Shihtzudawn
Opinionated
+6
Senior Director of Business Development
My fucking 121s. 
swizard
Celebrated Contributor
+9
Sales Evangelist
haha! 
Elliott_Sells
Senior Business Development Representative
Correcting data issues caused by dumb ass SF automation rules.
swizard
Celebrated Contributor
+9
Sales Evangelist
haha seems like a familiar thing tho :D 
CoastLife
Good Citizen
Large Enterprise Sales
If your company is using Slack & Salesforce, Troops is a really cool tool that can help automate things like updating the key fields in SFDC right from within Slack. Massive time saver. 

swizard
Celebrated Contributor
+9
Sales Evangelist
Agreed coastlife! 
sketchysales
Politicker
+7
Sales Manager
Sitting through countless crappy internal meetings.
swizard
Celebrated Contributor
+9
Sales Evangelist
feeling the pain! 
headchef
BD
especially meetings where only 1 minute relates to you, but you have to sit through the entire 30 minutes
BigCheese
Notorious Answer
+14
Agency Recruiter | Coors Knight
Spending about 4 hours every Tuesday converting all my employee's timecards from JPGs to PDFs and then typing up exactly what the timecard says into the database. Such a tedious task that could easily be automated.

This is closely followed by updating the CRM. 
swizard
Celebrated Contributor
+9
Sales Evangelist
hm it does sound like a pile of unnecessary/automatable work. any plan on resolving it to focus on what really matters?
DaLootBoiii
Senior Sales Executive
The weekly report I have to manually put together. Every. Single. Metric...is in Salesforce, in the dashboard for everyone in the team. All I'm doing is copy and paste. 
swizard
Celebrated Contributor
+9
Sales Evangelist
why don't you try to chat with SF maintenance team to automate the report exporting and data gathering work?
swizard
Celebrated Contributor
+9
Sales Evangelist
DAlLootBoiii - I've been recently trying  https://sonocent.com/ have a look at it, perhaps you can find it useful?
AlexT
Politicker
+7
Account Executive
Writing custom proposals and inputting my notes from calls 
swizard
Celebrated Contributor
+9
Sales Evangelist
Ah man.. thats amutual pain
SDMHGWarrior
Tycoon
+14
CEO
Updating CRM for sure
hauru.sales
Arsonist
+8
Sales Enthusiast
most boring stuff! agreed
Beefany28
Politicker
+6
Business Development Representative
EVERYTHING! HAHA...Def Data entry
swizard
Celebrated Contributor
+9
Sales Evangelist
data entry is the no1 headache for sales ppl.
JuicyKlay
Politicker
+9
AM
Anything in SFDC
swizard
Celebrated Contributor
+9
Sales Evangelist
it's a real pain, isn't it?! 
JuicyKlay
Politicker
+9
AM
Seriously! The only thing I like in SFDC is my closed won reports.
Show 1 more replies
Kiona
Opinionated
+2
Head of Business Development
Prospecting :)
swizard
Celebrated Contributor
+9
Sales Evangelist
How do you cope with that? 
Kiona
Opinionated
+2
Head of Business Development
I remember that if I don’t prospect I don’t get leads and then I do it. 
Show 2 more replies
CaneWolf
Politicker
+12
Call me what you want, just sign the damn contract
Meetings. We constantly have to listen to other people talk pipe for an hour when we talk for 5 minutes. Insane.
swizard
Celebrated Contributor
+9
Sales Evangelist
have you thought of sharing the constructive feedback and helping hand to optimize their meeting flow?
CaneWolf
Politicker
+12
Call me what you want, just sign the damn contract
Many of us have provided the meeting feedback. it's not changing.
Show 3 more replies
MrEffWord
Opinionated
+3
Regional Sales Manager
Data entry data entry data entry
swizard
Celebrated Contributor
+9
Sales Evangelist
Feeling the pain!
TheRealPezDog
Notable Contributor
+9
Account Manager
Data entry is the worrrrrrrrrrst.... literally 1/2 my job if not more!
swizard
Celebrated Contributor
+9
Sales Evangelist
What's your plan to free up that precious 1/2 of your time to focus on tasks with higher ROI?
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+81
BlueJays2591 ,   DoeyDough224 ,   GDO   and 81 people voted