Can You Pull Me a List?

Tell me straight: did that make you nervous or did you start asking questions of who, what, where?

If it’s the latter, congratulations! You should be submitting yourself for a state or national OSC honor.

If it’s the first, let’s talk about it.

For Subscribers: Pulling a list or segment is something an inside sales agent has got to be able to do at the drop of a hat. Do you know how? Are you setting up your CRM so you can get the most out of it?

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What Does This Mean, Anyways?

For someone new to the role or this concept, “pulling a list” is a way of segmenting your leads into an easily accessible and “workable” way.

Think of it like a spreadsheet for your CRM, where you can take action on each lead’s profile. This incredibly vital skill often gets overlooked and what it really tells me is how well you know your database and where to find leads.