Assume you just started as a new sales executive for a company that sells office equipment to large companies. This is a B2B sales position (remember my CRM video). You are responsible for all prospecting, which means finding new leads. Your sales manager has informed you that you will be using CRM (you can use Salesforce or HubSpot) to manage your sales activities and your time. He made it clear that "if it's not in CRM, it doesn't count."
You just completed part of your basic CRM technology training. Your sales manager has asked you to submit a written plan (approx. 500 words) that explains how you will utilize CRM on a daily basis. Using the information you have learned so far about sales functions and all of your Trailhead & HubSpot modules completed to date, explain how you would use CRM technology to aid you to:
Find, qualify and manage new leads and convert them into prospects
Manage new sales opportunities and close them
Manage your time, sales activities and overall performance to goals
Sample Solution