Ryan Dohrn uses his CRM as a daily planner, creating separate task lists for each day of the week to structure his work and stay focused. He treats it as his starting point each morning rather than a traditional contact management tool.
So let me share with you 2 or 3 ideas that you might use to make your CRM a lot more valuable to you. What I like to do is I like to use my CRM as either a starting point or a way for me to guide my day. I use my CRM really as a time management tool. So I'm going to go into my CRM, and any competent CRM like the ones I just mentioned, any of them will do this. I want to create lists. In my CRM. So on Monday, I'm working a particular list. On Tuesday, I'm working a particular list. I use the CRM to help me really maintain focus.
