What's your daily CRM routine?

Jenna Rodriguez
Jenna Rodriguez Pipedrive Team Posts: 2 PIPEDRIVE TEAM
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edited May 23 in Sales CRM #1

Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine.

  1. Check my Activities Tab in Pipedrive to review my Activities for the day and start working on my plan of attack to get the most out of my day. I’d probably toggle through a few Activities filters as well by type to see how many calls I had for the day, for example, or to view activities by their priority so see which tasks & activities I should focus on.
  2. Check my Sales Inbox to ask myself: Did any new emails or inquiries come in? Were there any new emails from new customers not yet in my Contacts that could potentially be Lead or Deal opportunities? Did any existing customers reach out with new opportunities, or were there any new threads I needed to link to existing items in Pipedrive?
  3. Review my Leads in my Leads Inbox, checking if any new opportunities were added while I was away. Then I’d start working on my existing Leads, checking their current progress, viewing which need further qualification and which Leads are ready to convert.
  4. Get rolling in my Pipeline to review the progress of my Deals! Are there any rotten deals? Any deals with overdue or upcoming activities? Are there any Deals ready to move forward in the Pipeline? Do I have any Deals ready to close as won? Are there any Deals I should close as lost opportunities to clean up my Pipeline a bit?
  5. Visiting the Insights & Reports tab in Pipedrive throughout the day to monitor my progress along with the rest of my team just to be sure I’m on track.

This daily CRM routine is a powerful framework for staying organized, focused, and proactive throughout the sales day. By regularly reviewing activities, sales inbox, leads, pipeline, and performance metrics in Pipedrive, you’re ensuring that no opportunity slips through the cracks and that you’re always working on what matters most. It helps build momentum, keeps your pipeline healthy, and fosters better decision-making.

Now that you’ve seen my routine, I’m curious: what does your daily CRM workflow look like? How do you make sure you’re staying on top of your leads and deals? Let’s hear how others are making the most out of their day!

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