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Business Development

Wednesday, May 28, 2014 | 2:20 PM - 3:20 PM
Chicago 9

Improve Your World by Leveraging Your CRM

Robin S. Davis, CF APMP Fellow
President, Metre

If your sales team is using a Customer Relationship Management (CRM) tool like Salesforce to track, manage, and report their activity, this session is for you. I will show you how you can leverage your CRM to manage your work, collaborate more effectively, develop proposals, organize and find information faster, and report on proposal metrics. I will show you ways to use the system’s functionality to do that and more. By utilizing the CRM system already in place in your organization, you are:

  • Bridging the gap between sales and sales support/marketing and improving collaboration
  • Reducing inefficiencies and redundancies in where and how information is captured and stored
  • Improving efficiency by automating some of your tasks
  • Creating robust reports on the data most important to your leadership The additional investment is small but the payoff is huge!
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Robin Davis

Robin Davis, CF APMP Fellow, Metre – Robin owns and operates a sales operations consultancy, helping clients build the foundation required for sales success. She specializes in proposal development and management, strategic messaging, process definition and deployment, and implementation of sales support tools (e.g., Salesforce). She also helps sales leaders better understand their market, develop strategic sales plans, and measure and report on business metrics. Robin is a popular and engaging speaker and holds several leadership roles in APMP including leader of the Healthcare Industry Task Force, co-leader of the Commercial Community, and a member of the association’s Board of Directors.


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