MAFSI Webinar: Time Well Spent: Training Reps to Capture Better Data - BBB Techs Mini-Series
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Session 2: Time Well Spent: Training Reps to Capture Better Data & Work Smarter
Want to train your reps to capture better data and work smarter with the tools you already own?
Join us for Session 2 of the MAFSI x BBB Techs Mini-Series.
Date: Wednesday, November 5th
Length: 60 minutes
Time: 1:00 pm ET/12:00 pm CT/11:00 am MT/10:00 am PT
Who Can Attend?: All MAFSI Members
Key Takeaways:
- Train your team to use what you already own — with Stephen Turner’s 7 Silos of Time Management, help reps capture notes, emails, and activities consistently in CRM, ERP, and Microsoft 365.
- Better data = better decisions — how clean entries drive meaningful reports and trust with principals.
- Efficiency habits that stick — proven methods to reduce wasted effort and build accountability in daily workflows.
- Understand the data in your tools — how to recognize what lives in quoting software, CRM, ERP, Excel, and manufacturer reports.
- Streamline manufacturer Excel reports — stop spending hours digging through numbers; see how Power BI can transform raw spreadsheets into clear insights in minutes.
Speakers:
- Tim Blake, CEO, BBB Techs
- Stephen Turner, President, Turner Time Management
Description:
If Session 1 showed the impact of visualization, Session 2 focuses on the inputs and workflows that make those visuals possible. Sales teams often skip notes, bury updates in email, or struggle to find time for CRM entries. Tim Blake and time management expert Stephen Turner will share how to train reps to consistently use the tools they already have—CRM, ERP, quoting systems, and Microsoft 365—to capture clean, reliable data without adding extra work. The session will also tackle a common pain point for reps: the flood of Excel reports from multiple manufacturers. Many reps spend hours digging through spreadsheets just to understand sales performance across their lines. We’ll show how to streamline that process, and close with a demo of how Power BI can transform raw manufacturer reports into clear, actionable dashboards—helping you spend less time crunching numbers and more time selling.
For More Information:
Speaker(s):
Tim Blake, CEO, BBB Techs (MAFSI Associate Member)
Tim, a dynamic young CEO, is dedicated to driving business transformation through data-driven insights. With expertise in the Microsoft 365 universe, he emphasizes that technology adoption alone is insufficient; true success comes from empowering teams to extract meaningful insights and drive innovation. As a Subject Matter Expert for Microsoft Office 365, Tim collaborates with Fortune 100 companies like Blackstone, JnJ, and Mastercard. He facilitates the Office 365 Customer Immersion Experience program, engaging with key decision-makers and conducting global training sessions. Beyond his role, Tim is committed to maximizing profits and unleashing business insights. Passionate about driving change through technology, he shares expertise in Microsoft Teams, SharePoint, OneDrive, Office, Skype for Business, and Power BI, aiming to empower organizations for innovative and sustainable success.
Stephen Turner, President, Turner Time Management (Guest)
With a background in technology and over 35 years of business experience, Steve has over the last eighteen years shared technology and time management strategies, tools, techniques and tips with thousands of sales professionals worldwide. He has also worked directly with over 250 manufacturer representative firms and many manufacturers over the past twenty years. His speaking, training, and coaching and proven ability to leverage technology (including desktops, laptops, and mobile devices) is of great value to any professional in need of greater efficiency, management, marketing, sales, and/or productivity results.