▲ 4 r/CRM
What should you do to keep track on conversations during sales calls in a CRM?
I have been struggling to improve my conversation tracking in CRM during sales calls, but it still feels messy.
Right now, it’s a mix of notes, follow-ups, and trying to remember important information after each call. However, the process is not always reliable, so I’ve looked into things like call recording, transcripts, and AI summaries, but I’m not sure what actually works well in practice.
u/CoffeeIsFor_Closers — 18 hours ago