Season 16 · Episode 188
You don’t need more than 7 fields in your CRM
The B2B Sales Podcast · Thibaut Souyris & Skip Miller
October 31, 20235m 43s
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Show Notes
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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