There’s nothing more frustrating than losing sales and opportunities solely due to workflow inefficiencies.

The good news? These losses are easily preventable with a little forethought and process adjustment.

You’ve got the talent on your team — now make sure they’re set up for success by implementing some of these strategies:

⭐️ Dashboards for activities, priorities, and growth
⭐️ Use integrations to append data on leads in real-time
⭐️ Use automation for lead scoring, task sequences, lead distribution, & routing
⭐️ Send alerts with critical details to your sales team