Three reasons companies in the trades need a CRM
If you own a business in the trades such as plumbing, HVAC, and roofing among others, you need a CRM. This is a bold statement, but it is a true statement. Businesses in the trades need to attract and nurture customers. Attracting and nurturing customers is...
3 Ways to Build your Referrals in 2022
According to Review42, 92% of consumers trust referrals from people they know. These statistics speak to the importance of building referrals as a valuable source of business. We have written several articles to help build your referral network. Growing your business...
Manage your new hire onboarding using your CRM
Whenever someone starts a new job whether as a salesperson, technician, or administrator, they need to be onboarded. Onboarding is essential because it lays the foundation for the following: Ensure all paperwork is completed An understanding of company mission and...
Personalizing your message makes all the difference in the world
How many times have you received an email from a business and your response is “this has nothing to do with me, so why did I receive it?”. This is what happens when messages are not personalized and are sent to everyone. It annoys the recipients and creates follow up...
Date-based triggers: a remedy for Follow Up Fatigue
How many times did you lay in bed only to remember that you forgot to complete a follow-up task? Forgetfulness is a big symptom of Follow Up Fatigue. You have every intention of following up, but as a business owner or salesperson, you get derailed with a more urgent...
4 Big Benefits when CCC is your X2CRM partner
Many companies look at the new year as the time to re-evaluate and set business goals. We look at the data from the previous year and make adjustments to reach our goals. This may include hiring new employees, revising business processes, or looking at business tools...
Use your CRM to automate boring, repetitive business tasks
Can you imagine how much time you would have on your hands if you could automate 50% of your tasks? Just think, you could spend more time cultivating new business, enjoying the things you enjoy, and sleeping better at night because tasks are getting done. In this...
Tis the Season to Segment Your Holiday Email Messages
It is that time of year. Some businesses look forward to creating heartfelt holiday messages. Others dread the obligatory messages of gratitude to jump into the new year with optimism. Whichever end of the spectrum you put yourself, there is usually a common...
Drip Campaigns: The Secret to Bringing Customers Back Again
Every business owner wants customers to buy their product or service, and every business owner wants to see customers return. It doesn’t matter if you are a B2B company, a B2C company, or even a non-profit, without people buying or giving, you cannot sustain or grow....
4 Ways to Reduce Follow Up Fatigue in the New Year
As the year comes to an end and we make plans to visit family and friends. We also set business goals for the new year. Setting next year’s business goals can be overwhelming especially when it is hard to find the time to complete this year’s goals. How can we free up...
Your CRM can manage your customer service requests and service tickets
So, what happens after you have made the sale, delivered, and installed your product? Your level of post-sale customer service will determine whether you have a one-time buyer or a customer for life. Most businesses need to track post-sale customer interactions and...
Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation
In the last two articles, we shared ways you can use your CRM to manage your brand message and your brand assets. A consistent brand message and up-to-date assets are key factors in company growth and customer loyalty. As important as the first two are, there is a...