1Lesson 1
· 6 min read

The Modern Sales System

80% of deals are lost to poor follow-up, not bad products

Harvard Business Review found that 80% of sales require at least 5 follow-up calls after the initial meeting — yet 44% of salespeople give up after just one. This isn't a talent problem. It's a system problem.

A CRM solves it. When every contact, conversation, and next step is recorded in one place, nothing falls through the cracks — regardless of how many deals you're managing simultaneously.

The three things a CRM actually does

  • Memory — stores every contact, conversation, and commitment so you never forget
  • Visibility — shows you exactly where every deal stands at any moment
  • Accountability — tells you what needs to happen next and by when

How Proactiq CRM is structured

Proactiq CRM has four interconnected components:

  • Contacts — Individual people (leads, prospects, customers)
  • Companies — The organisations your contacts belong to
  • Deals — Live revenue opportunities moving through your pipeline
  • Activities — Calls, emails, meetings, and notes logged against contacts and deals
Start with people, not companies. Deals are won with people, not logos. Build your contact database first, then link contacts to their companies.

Apply this in your Proactiq workspace

Everything covered in this lesson is available in your free account right now. Open your workspace and put this into practice while it's fresh.

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The Modern Sales System — CRM & Sales Mastery | Proactiq Academy | Proactiq OS