Prospecting and CRM: organizing your view

A dual-screen setup can keep a CRM and a document visible at the same time. Its usefulness, however, depends on how you prospect and the space available.

A method to test with your current setup

1. Outline a prospecting sequence

   Identify the information you need to consult during the call and what can wait. Prepare the file before starting the sequence.

2. Test the layout on your current screen

   Place the contact file and your notes side by side when the display allows it. Adjust the zoom to maintain comfortable readability.

3. Prepare the information to share

   Separate the documents shown to the client from internal notes. Check the sharing settings before an online demonstration.

4. Compare a complementary display

   Check the video connections, supported configuration, and dimensions. An additional screen does not guarantee a sales pace or business results.

Decide on the next steps

Try one change at a time and observe the result over several sessions. If equipment is still missing, define its role, then compare its dimensions and compatibility with your setup before purchasing.

Continue with our practical tips · Perform a remote work assessment