To the Core

Episode #28: CRM Training on DEALS


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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.

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To the CoreBy Monte Erritt