📅 2024-10-28 — Session: Developed CRM and Networking Strategies
🕒 20:15–20:50
🏷️ Labels: CRM, Hubspot, Networking, Voice-To-Text, Strategic Planning
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop comprehensive strategies for CRM and networking by leveraging HubSpot and voice-to-text tools.
Key Activities
- Reviewed step-by-step guides and workflows for exporting contacts from HubSpot.
- Explored structured approaches to building strategic CRM systems, including contact management and automation.
- Assessed human-driven CRM frameworks for relationship building and strategic insights.
- Developed strategies for building a strategic network focusing on relationship depth and engagement.
- Utilized voice-to-text tools for contact management and networking research, emphasizing strategic planning and actionable insights.
Achievements
- Established a clear workflow for exporting and managing contacts in HubSpot.
- Created a strategic framework for CRM management and networking.
- Integrated voice-to-text strategies for efficient contact and networking research management.
Pending Tasks
- Implement the developed CRM strategies into the existing system.
- Test and refine the voice-to-text integration for contact management.