Episode #28: CRM Training on DEALS

from To the Core · host Monte Erritt

Monte, VP of Employee Development at Vermeer Southeast, discusses in-depth how CRM data entries, when done accurately, can drastically improve sales forecasting methods and the profitability of the company. This episode emphasises how to handle fields like 'expected close date', 'probability', and 'source'. 'Monte also reemphasized the concept of being 'good stewards' of company information.

Episode metadata supplied by the publisher feed · Published Jan 3, 2025

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Episode #28: CRM Training on DEALS

0:00 22:57

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