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You don’t need more than 7 fields in your CRM
In this episode, Thibaut breaks down the seven essential fields you need to track in your CRM for efficient B2B sales. Streamline your prospecting and keep things simple with these basic yet crucial data points.
Main Topics Covered- The challenges of using a complex CRM system
- The importance of CRM hygiene
- Two types of fields to focus on: Information and Progress Fields
- Information Fields: Full Name, Job Title, Email/LinkedIn URL, Phone Number
- Progress Fields: Stage, Statuses like 'Answered,' 'Meeting Booked,' and 'Last Contacted Date'
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By Thibaut Souyris
3.7
33 ratings
In this episode, Thibaut breaks down the seven essential fields you need to track in your CRM for efficient B2B sales. Streamline your prospecting and keep things simple with these basic yet crucial data points.
Main Topics Covered- The challenges of using a complex CRM system
- The importance of CRM hygiene
- Two types of fields to focus on: Information and Progress Fields
- Information Fields: Full Name, Job Title, Email/LinkedIn URL, Phone Number
- Progress Fields: Stage, Statuses like 'Answered,' 'Meeting Booked,' and 'Last Contacted Date'
Sign up for the Newsletter
For more sales tips and updates, sign up for our newsletter: SalesLabs Tactical Newsletter