You may be working at a company that doesn't have a good CRM, which can easily make your job stressful. How can you overcome this challenge to boost your sales?

Listen to this episode and hear my conversation with a ten year veteran sales professional. I chatted with Moustafa Moursy on how to develop your own personal sales system to help close more deals fast.

Moustafa Moursy’s Background

Moustafa Moursy runs Push Analytics, a full-service digital agency.
His team specializes in various areas, including CRM implementation and consulting, helping businesses elevate their operations to the next level.
With experience across numerous industries, Push Analytics is a top-tier HubSpot partner and offers tailored solutions for complex business needs

Why Do Sellers Need a Workflow?

If you don’t have a personal system of management, you’re only going to get so far.
You may be good at the day-to-day workflow or a specific skill, but without a personal system, you’re only going to get so far.
The personal system allows you to recognize your strengths and weaknesses.

What Should Be In Your System?

It depends on what type of service or product you’re selling. The more complex your workflow is, the more planning you will have to do to build your system.
Moustatafa shares that you should start by organizing your day-to-day workflow:

Build healthy habits to help you be productive
List out the tasks you plan to do for the day
Have a positive mindset

If your company doesn’t have a good CRM, Moustafa shares how you build a spreadsheet to create a system.
Have checkpoints, and at the end of the week, review them. This will help you stay on track with your system, and if something falls through the cracks, you’ll be able to catch it.

Building Your Personal System

Moustafa shares several steps to help you build a personal sales system:

Organizing your CRM or spreadsheet
Writing out what you want your system to be
Building habits to create your system

“Maybe I would have been able to close a deal, if I had follow-up. That’s the point of having a personal system.” - Moustafa Moursy.

Resources

Reach out to Moustafa: hello@pushanalytics.com and use TSE” in the subject line for a consultation.

Sponsorship Offers

This episode is brought to you in part by Hubspot.

With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.

2. This episode is brought to you in part by LinkedIn.

Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.

3. This episode is brought to you in part by the TSE Sales Foundation.

Improve your connection on LinkedIn and land three or five appointments with our LinkedIn prospecting course. Go to the salesevangelist.com/linkedin.

Credits

As one of our podcast listeners, we value your opinion and always want to improve the quality of our show. Complete our two-minute survey here: thesalesevangelist.com/survey . We’d love for you to join us for our next episodes by tuning in on Apple Podcast, Google Podcast, Stitcher, or Spotify. Audio provided by Free SFX, Soundstripe, and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

Mentioned in this episode:

HubSpot and bluëmago | STUDIOS

HubSpot and bluëmago | STUDIOS hubpspot.com/marketers bluemangostudios.com