📅 2024-10-28 — Session: Developed CRM and Networking Strategies
🕒 20:15–20:50
🏷️ Labels: CRM, Networking, Automation, Voice-To-Text, Hubspot
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop and refine strategies for CRM and networking, focusing on exporting contacts, strategic planning, and leveraging automation tools.
Key Activities
- Reviewed a step-by-step guide for exporting contacts from HubSpot, covering navigation, selection, export initiation, customization, and download processes.
- Explored instructions for exporting contacts, including file format selection and export confirmation.
- Discussed a structured approach to building a strategic CRM, involving data organization, segmentation, and follow-up automation.
- Examined a human-driven CRM assessment framework using categorical and strategic reflection questions to enhance relationship management.
- Outlined strategies for building a strategic network, focusing on reciprocal value, influence mapping, and engagement consistency.
- Investigated the use of voice-to-text tools for contact management and networking research, emphasizing strategic summaries and actionable steps.
Achievements
- Clarified the process for exporting contacts from HubSpot.
- Developed comprehensive strategies for CRM management and networking.
- Identified methods to integrate voice-to-text tools for efficient contact management.
Pending Tasks
- Implement the CRM strategies and networking plans developed during the session.
- Further explore automation tools to enhance CRM and networking efficiency.