Keep it so simple that anyone at your company can understand the process and the steps for using the CRM. If there's no accountability or confusion with the company's process, you'll be one of those companies that says their CRM sucks when it's more a testament of your own internal controls that ...
One of the biggest things I do is "time chunk". Time chunking – and fine tuning the practice – allows me to work with optimum productivity. It’s worth trying in some form or another because it removes a decision from the process of doing: what to do and when to do it. Another set of practices I ...
According to Clarity's documentation, no. The client suggests times and there is some expected back and forth before a mutually agreeable time is agreed upon. Details here: https://clarity.fm/help/articles/2/how-does-clarity-work