If there's one thing we're obsessed with in our industry – it's our CRM workflows. We live and breathe by the workflow; everything from our daily reports, reviewing them multiple times a day and using them as the “benchmark” for success to judging people’s worth based on them. While I am a fan of having a historical reference of past performance metrics and believe it's essential to have consistency in follow-up and a score card, the fact is many CRM's workflows are flawed. Flawed to…

We sometimes wonder why the BDC is not performing like they used to be. At the same time, instead of acquiring new talent to fill a position or assist another department, we often shift them over instead. Sounds like a great idea, right? It means that we don't have to hire another position, and they have the skills needed for the job! But what we often don't consider is that it leaves an empty gap in the BDC. Or worse, if you leave the BD Agent in the BDC but have them off task, it lessens…