My 7 Top CRM Hacks Top Closers Use to Close 1 Extra Deal per Week

Introduction

As a top closer myself, I understand the importance of efficiency in sales. Every extra hour we can squeeze out of our day can lead to more deals closed. Here are my top seven CRM hacks that top closers like myself use to close at least one additional deal each week:

1. Email Templates

Top closers don’t waste time crafting emails from scratch for every scenario. We use a series of pre-designed email templates for different stages of the sales process: pre-call, post-call, follow-ups, and objection handling. These templates are not just placeholders; they are carefully crafted messages that can be quickly customized and sent out, saving valuable minutes on each interaction.

2. Workflows & Cadences

The real game-changer for efficiency is setting up workflows and cadences in the CRM. These are automated sequences that prompt what actions to take and when, ensuring that nothing falls through the cracks. From sending a LinkedIn connection request to scheduling follow-up calls, each step is predefined, which increases the chances of prospects moving through the sales funnel and reduces the cognitive load on salespeople.

3. Quick Links

Quick access links in the CRM can save tons of time. Imagine having direct links to the right calendar for booking, specific quote pages, or even financing options, all tailored to the lead’s details. These quick links prevent the need to search through files or emails, speeding up the process significantly.

4. Automated Reporting

Automated reporting tools within the CRM can inform the team and management about the progress of sales activities without the closer having to manually update them. This feature ensures that everyone is on the same page and minimizes disruptions to the salesperson's workflow, allowing them to focus more on selling and less on reporting.

5. Automated Slack Notifications

Integration with communication tools like Slack can provide real-time updates on sales activities directly from the CRM. When a sales call is completed, or an email is sent, notifications can be set up to update the team automatically. This reduces the need for follow-up meetings and checks-ins, freeing up more time for sales activities.

6. Automated Sales Team Tracking

Having a system that automatically tracks the sales team’s activities can save hours for sales managers. This system provides daily reports on calls made, emails sent, and meetings scheduled, all visible at a glance. It ensures that the sales team is accountable and on track without requiring constant oversight.

7. Chat GPT CRM Formulas

The final hack is utilizing advanced CRM formulas to automate complex tasks like scoring leads or choosing the correct calendar for scheduling. These formulas can dramatically reduce the time spent on manual data entry and decision-making, allowing closers to focus on what they do best—closing deals.

Conclusion

Every hack listed here is designed to free up at least one hour per day for top closers, which translates into more opportunities to sell. By implementing these CRM hacks, sales professionals can ensure they are not only more efficient but also more effective in their roles.

For those interested in seeing examples of these hacks in action or learning how to implement them, visit our articles section at CF Closers.