Use your CRM to answer prospect questions before they ask
Why do people contact you? They contact you because you offer a solution to their need. Your solution could be an insurance policy, lawn care maintenance, accounting services, or supplying materials like metal or wood. Whatever it is, your website, emails, or...
The Greatest Time Waster in Business is Following up with the Wrong People
Benjamin Franklin wrote, “Remember that time is money.”, in his essay, Advice to a Young Tradesman. Although he was referring to sitting laziness, this aphorism is also true in sales. When you are following up with sales leads, time is money. If you close a sale, the...
My Tasks and Follow Up are out of Control – What can I do?
All tasks have one thing in common. They need to get done. This is especially true for businesses because an incomplete task can result in a lost sale or customer. In fact, most of our tasks are related to customers including follow up with an inquiry, updating...
Help – I Have Too Many Lists of Contacts and Tasks – I need to Centralize My Data
We live in a world where business cards are no longer the norm. When we connect with people, we connect through contact forms, email, texting, online chat files, chatbots, and LinkedIn. Every channel is great for connecting with prospects, potential business partners,...
Use key reports to see your business pipeline and production in one place
In sales and marketing, reports are crucial. Key reports help you sell smarter, identify issues, and monitor your business goals. Without reports, you are making assumptions. Assumptions can lead you down the wrong path, increase follow-up fatigue, and cause you to...
3 Ways to Eliminate Follow Up Fatigue with a Proper CRM Implementation
When something is not built or implemented correctly, it causes unnecessary stress for the end-user. It could be a vehicle with faulty mechanics, a website with outdated code, or a house that was built using shortcuts. A CRM is no different. When the implementation is...
CRM Implementation: 3 Practices That Will Make It Successful
As business owners we are always considering software, whether it is new or just an upgrade. We find something that we believe will help our business grow, so we jump on board. We get excited. We get everyone else in our business excited. Shortly after the...
Making Employee Advocates Can Start with How You Use Your CRM
When we hire a new employee – salesperson, administrative assistant, marketing strategist, or accountant – it is our desire as business owners that they become internal brand advocates. Internal brand advocates are excited about their jobs and the products they sell....
3 Ways to Understand Your Target Audience So You Can Attract Better Leads
Many of our articles are focused on using your CRM to help you get more customers and close sales faster. This article will be no different, although there will be a stronger marketing emphasis. As business owners, you know the importance of identifying your target...
3 Ways to Use Your CRM as a Business Intelligence Tool
[vc_row][vc_column][vc_column_text]We know that a CRM is used to organize, interact, nurture, and retain customers. The CRM gives us the tools to reduce follow up fatigue and provide better customer service through automation, email marketing, and guiding customers...
How do you know if your CRM is a profitable tool or a money pit?
When many business owners hear the word CRM, they think Salesforce, Hubspot or maybe SugarCRM. They also think expensive, and they think the cost of a CRM is unavoidable. We are living in a time when it is necessary for small businesses to use a CRM to manage...
Your CRM is Already Using Artificial Intelligence
We hear big terms like Artificial Intelligence (AI) being used by big CRM companies. They make it sound like AI is a very sophisticated feature that is only available through their expensive CRM platform. For many small businesses, the feature looks awesome, and they...