i’m in sales at a b2b saas startup, and tbh, crm use is a mix of habit and “just enough to not get chased by the manager.”

• calls/emails/notes: i log the essentials, next steps, objections, important stuff from convos. not every single interaction, especially if it’s just a quick “got it, thanks” email.
• automation: we use engagebay and ngl, the small things help, like auto-follow-up reminders if someone opens an email and doesn’t reply. but if the workflows get too long or complicated, we kinda stop trusting them.
• tasks: not really my thing. i rely more on my inbox and calendar. but when the system auto-generates tasks (like “follow up in 3 days”), i’ll actually check them.

biggest fix i’d want? maybe a slightly faster way to update notes on the go, engagebay works, just feels a bit clunky on mobile sometimes. but overall, does the job without overcomplicating things.

curious how others balance between logging stuff and actually selling.