Your CRM Is Killing Your Sales 😱 2 FILTERS That Will Boost Conversion by +30% | Sales Mates Podcast #103

💸 Friends, hello!

In episode 103 of Sales Mates Podcast, we show you how to stop losing hot leads and debunk the myth that a CRM has to be a complex labyrinth. Chaos in your database and the inability to find a priority contact within 30 seconds is a direct path to lost deals and missed revenue.

Discover why just 2 right filters and a “secret” intent tagging system can save your sales and clearly show who is ready to buy right now. Our strategy for setting up a CRM for B2B sales and accurately identifying leads for follow-ups in 2026 is here.

📌 In this video:

00:00 – Podcast start

03:03 – How to understand who to follow up with today

04:31 – Must-have fields in any CRM

05:34 – How to quickly assess lead “temperature”

06:07 – Contact prioritization for follow-ups

07:14 – How not to miss intent and the customer’s window of opportunity

08:57 – Secret tracking: how to see when a lead is reading your proposal or website

10:36 – Workflow setup: getting automatic push notifications when a lead returns

12:07 – Post-event follow-up: what to do if a client ignores you

13:58 – HubSpot Score: how AI helps evaluate leads

15:34 – Inbound handling: at what stage SDRs should engage leads

16:55 – Nurturing process: how to revive “dead” leads and stop sending “Any updates?”

19:37 – Comprehensive sales team training and offer for IT companies

Summary

This episode covers the fundamentals of working with CRM systems, including the importance of lead filtering, analyzing customer activity, and nurturing. It explains how to properly set up a CRM to improve sales efficiency and highlights the importance of up-to-date data for successfully managing and converting leads.

Takeaways