When your CRM and sales strategy work together, selling becomes intentional and effective. This session demonstrates how to align your CRM workflow with strategic priorities, ensuring sales teams focus on the right prospects, deliver consistent messaging, and create stronger client relationships.

Your sales CRM should reinforce your strategy, not slow it down. This presentation breaks down how to structure CRM workflows, pipeline stages, and activity tracking to support your sales goals.

Attendees will leave with practical strategies for building a winning sales approach and how to use their CRM to:

• Align and complement their overall sales strategy
• Create a structured workflow to capture data, track prospect progression, and drive accountability for next steps
• Prioritize opportunities based on real dollar amount impact
• Define pipeline value and accurately forecast revenue
• Drive prospects to the next stage in the sales process to close more business

Speaker:  John Duris, Software Sales Strategist at Automated Business Designs, has a proven track record for bringing together staffing firms and technology solutions for over 14 Years. His years of working in the staffing industry translate into an understanding of the unique operational pains that staffing firms face. John’s passion for building relationships complements his talent for consulting with staffing professionals to bring them technologies and solutions that will alleviate inefficiencies and maximize profit and productivity.

NYSA Members: No Charge
Non-Members: $100 per person