• This topic has 3 replies, 3 voices, and was last updated 1 year ago by Aleeza Spencer.
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  • #9011642
    How are you staying organised?
    Aleeza Spencer
    May 19, 2023

    I’ve 5 years of complex sales under my belt and I’ve landed my dream role.

    But I’m now getting insanely busy with projects and it’s getting tough to find time to prospect.

    What tools are you all using to stay on track with current projects and tasks?

    Frances Pruitt
    May 20, 2023
    Frances Pruitt May 20, 2023

    Will has talked about trying to eliminate non revenue generating activities on the podcast before.

    How much of the work that you’re doing is really driving sales forward? How much is busy body work?

    Adrian Suzuki-Cruz
    May 20, 2023
    Adrian Suzuki-Cruz May 20, 2023

    Current Role: Regional Sales Manager

    My favorite tools for projects and productivity management:

    • Todoist App: Easy way to track activities to remember and can automatically sync with your desired calendar
    • Notion: Free only tool to take notes and create simple templates
    • Salesforce CRM: Tracks sales opportunities and follow up with prospects and customers
    • Badger Maps: If you are an Outside Sales Person or have a team of outside sales members who need to map out their routes quickly. Also syncs data directly into CRMs such as Salesforce

    As for managing time as a manager and individual contributor

    1. Makers Schedule (Morning 8:30-12:30) – Do all your hard tasks first such as prospecting calls
    2. Managers Schedule (Afternoon 1:30-5:30) – Do all your managerial tasks in the afternoon (reports, meetings with team, etc).

    I’ve experimented with several time blocking methods to take control of my time and projects and this seems to be one of the most effective ways to handle it all.

    I hope this helps.


    Aleeza Spencer
    May 20, 2023
    Aleeza Spencer May 20, 2023

    Wow! Thanks Adrian. That was amazing advice.

    I’m going to pick up the apps that you suggested. We use HubSpot as a CRM but I’m sure the rest will still work.

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