MAFSI x BBB Techs Mini-Series: Time Well Spent: Training Reps to Capture Better Data - Session 2
Session 2: Time Well Spent: Training Reps to Capture Better Data
MAFSI x BBB Techs Mini-Series: Time Well Spent
Event Details
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: 1 hour
Time: 1:00 pm ET/12:00 pm CT/11:00 am MT/10:00 am PT
Who Can Attend?: All MAFSI Members
Session 2: Time Well Spent: Training Reps to Capture Better Data & Work Smarter
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.
