Well I learned my lesson about really using and taking full advantage of my Sugar CRM.

Here’s how I got to where I was recently:
My good friend Dan Augustine from Guage Interactive has always told me to utilize the Sugar CRM to its full potential by simply keeping it up to date, and I made every effort to do this for about 2 weeks.

This past Friday – I noticed I had stopped updating my CRM and decided to take a step back and resume my use of this great CRM tool.

Surprise! I found that I had 19 [yes 19] open sales calls needing follow up. Wow! I never thought I would fall so far behind to accumulate a back log of 19 open sales leads.

Next steps:
1 – Work from Sugar CRM – this is not an option if I want to continue to grow the business.
2 – Each new sales call / lead will be managed, from its inception, in Sugar CRM; no more forgetting to obtain vital lead information from the initial contact / follow up call.
3 – Use Sugar to manage projects > tasks > and view sales pipeline [a great motivator.]