When your CRM and sales strategy work together, selling becomes intentional and effective. This session demonstrates how to align your CRM workflow with strategic priorities, ensuring sales teams focus on the right prospects, deliver consistent messaging, and create stronger client relationships.

Your sales CRM should reinforce your strategy, not slow it down. This presentation breaks down how to structure CRM workflows, pipeline stages, and activity tracking to support your sales goals.

Attendees will leave with practical strategies for building a winning sales approach and how to use their CRM to:

• Align and complement their overall sales strategy
• Create a structured workflow to capture data, track prospect progression, and drive accountability for next steps
• Prioritize opportunities based on real dollar amount impact
• Define pipeline value and accurately forecast revenue
• Drive prospects to the next stage in the sales process to close more business

Speaker:  Bob Pettke is the Chief Sales Officer at Automated Business Designs, developers of Ultra-Staff EDGE Staffing Software. Before Automated Business Designs, Bob worked as a dynamic leader for 15 plus years in the staffing industry and wore many hats, including Director of Franchise Sales, President of Mergers and Acquisitions, and Chief Sales Officer for staffing companies that ranged in size from $35 million to $3.5 billion dollars in sales.

Bob also hosts The Staffing Buzz Network, an original Ultra-Staff EDGE podcast. The Staffing Buzz Network helps staffing and recruiting companies learn about the latest industry trends, staffing legislation, and gain valuable insights they can apply to their staffing business. The Staffing Buzz Network can be found on all major podcast platforms.

NYSA Members: No Charge
Non-Members: $60 per person