Sarah from San Diego says her CRM takes more time than it's worth. Ryan Dohrn argues top salespeople all use one, but the problem is workflow, not the tool. Use dictation to capture notes fast, set the CRM as your browser home page, and take notes live during calls.
Questions this video answers
Ryan advises to keep using the CRM, emphasizing that most successful salespeople rely on one. He suggests improving workflow by using dictation tools, setting the CRM as the browser home page, and seeking additional training to make the CRM a first‑step guide rather than a time‑draining after‑thought.
Chapters
Hey friends, Ryan Dohrn here, your sales and marketing coach. Thanks for all your listener questions that you're sending in. Next question comes in to ryan@ryandohrn.com, is the email address, by the way. Sarah from San Diego. I am trying to use my CRM, but I feel like it just takes me more time than it's worth. Should I keep going or should I abandon it? So Sarah, let me first start out by telling you that I know very few seriously successful salespeople that do not use a CRM. Most folks that are highly successful, they use some type of CRM. Probably what you're doing is you're taking handwritten notes and then you're transferring those notes into your CRM after the call. So here's what I do. Every CRM worth its salt, almost every one of them, is going to have some type of app. So what I'll do to save time is I'll pull up the app on my iPhone, I'll go to the notes area, I'll put my cursor there, and I'll click the mic button And then I will dictate directly into the CRM. That takes a lot of the work out of it. Now, if you're like me and happen to be on a Mac, you can just put your cursor in the little box and click function function, and that'll automatically start the dictation tool. If you don't have it installed, it'll walk you through it. If you're on a PC, you can use transcription or dictation tools like Dragon, and there's others that Outlook have built in. But probably you're using your CRM as a second step based on the question rather than a first step. Okay, next thing that I would do, rather than Facebook or Instagram or whatever, um, eBay, whatever being your home page on your browser, make your CRM your home page. You want your CRM to be a guide for your life, not a ball and chain for your life. The other thing is you might just need more training. There's a lot of videos, whatever your CRM is, there's usually videos and webinars that you can be a part of. So hopefully some of those things will help. Also, I've got a soft-touch keyboard here, so I can sit here— let me just prove to you this is the case. I'm typing. Can you hear me typing? It's a soft-touch keyboard. So a lot of times I'll be looking right at the camera like I am now on a Zoom or GoToMeeting, and I'm typing away and I'm taking notes, and people don't even know that I'm taking notes directly into the CRM. So make your CRM your first stop, not your second stop. during those sales calls, and I think you'll be a raging success. So good question, Sarah from San Diego. San Diego, where it's always 72 degrees and sunny according to Ron Burgundy, right? All right, friends, if I can be of help to you, send me your questions, ryan@ryandohrn.com. Love to coach you, love to train your sales team. Hey, you're doing a sales meeting? I'll be your virtual speaker. Let me know about that, ryan@ryandohrn.com. All right, friends, we will see you next time.
