I need help getting organized. I am juggling around 80 accounts. I’m in my first year in the emerging sector and I feel like I’m drowning. I’m having so much trouble keeping to any sort of schedule and I’m falling behind day after day. I would like something where I could just plug my accounts and renewal dates, and I would be notified of when I have to schedule meetings with them. Also, any ideas on how to stay organized in terms of where to keep client notes?

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You could use a CRM tool such as HubSpot or SalesForce.

Our team uses Vitally as our CS software to keep us organized. Here we can keep notes on each account, see upcoming renewals, create automatic emails to fire based on reveal date to book calls and so much more. If your team isn’t using a tool like this already then I’d definitely start there! There are a few out there that all do pretty much the same thing

Is your Outreach connected to Salesforce? Are you using any of the Outreach plugins for your email or ad hoc scheduling? If so, you can likely capture most, if not all, of this in Salesforce. It would primarily depend on how your org has things set up. If you have someone who knows Salesforce really well or are able to chat with your admin, they may be able to help you create a report or dashboard fairly easily if the data is connected.

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