I’ve been thinking about how we use our CRM and I’m interested to see what works for other teams. For us the hardest part is turning all that data into something useful for coaching instead of just tracking activity.

I’d rather use the CRM to spot patterns in deals, like missed follow-ups weak discovery notes stalled opportunities or where reps keep losing momentum. I’m also curious how often managers actually review CRM data with reps. Is it part of a weekly coaching session or only when numbers start slipping?

Would love to hear what your process looks like and what’s made the biggest difference for your team.