Author
Marcus Whitfield
CRM strategist and former field sales leader
Marcus writes about how field sellers and network marketing leaders can run a CRM that people actually open. His focus is simple data, honest pipeline stages, and follow-up that does not depend on memory.
Articles by Marcus Whitfield
Direct sellingNetwork Marketing Onboarding: A New Distributor's First 30 Days
A week-by-week plan for the first month with a new distributor, built on simple habits, real conversations and honest expectations.
CRMCRM Tags vs Custom Fields: When to Use Each and How to Keep Them Clean
Tags mark what happened, fields store what is true, and knowing the difference keeps your contact list clean as it grows.
CRMCRM Pipeline Stages: How to Set Them Up for a Small Sales Team
A simple way to set up CRM pipeline stages for a small team, with clear exit rules so every deal sits where it really belongs.
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