Show your Referrers the Appreciation that They Deserve
[vc_row][vc_column][vc_column_text]When a customer, referral source, or friend refers friends, family, and acquaintances to your business, you are almost guaranteed a new quality customer. How you treat your referral source after their initial referral will determine...
How to Identify Your Business Referral “Allies”
[vc_row][vc_column][vc_column_text]Building your referral network will deliver a steady stream of new business when you target the right referrers and build a 2-way relationship with each one. Your Business Allies can bring you quality leads, through word-of-mouth or...
How to use your CRM to build your “referrer” audience
[vc_row][vc_column][vc_column_text]When we talk about our audiences in marketing, we usually talk about people that meet the criteria for our ideal customer. We look at buying behavior, need, age, and gender among other characteristics. There is another audience that...
CRM Success Starts with Company Leaders
[vc_row][vc_column][vc_column_text]Many of us look at the new year as a time to set priorities and goals. We can all relate to the common personal goals such as exercise consistently, eat better, and sleep more. As business owners and leaders, we set priorities and...
Is your CRM fully accessible in the age of instant?
[vc_row][vc_column][vc_column_text]We live in an age of “instant”. Whether is checking social media while waiting for coffee at Starbucks or answering an email on a commercial break during a football game, we are accustomed to responding at a moment’s notice. This is...
Increase Sales and Reduce Follow Up Fatigue Using Your CRM Dashboard
[vc_row][vc_column][vc_column_text]We all seek to increase sales or, in some cases, to increase donations and memberships. If this is your goal, then what you measure will determine your level of success. When you look at what drives your success, you are likely to...
Reduce Your Follow Up Fatigue by Creating a CRM Dashboard
[vc_row][vc_column][vc_column_text]Follow Up Fatigue (FUF) occurs for many reasons such as trying to track all prospects, client needs and delivery schedules in your head. What can you do to reduce FUF? Your CRM’s dashboard is the answer as you can summarize key stats...
Use Your CRM to Create Long-Term Customer Retention
[vc_row][vc_column][vc_column_text]In the last few blogs, we have focused on the best ways to implement your CRM and expand its use from customer prospecting to service delivery and retention. We encouraged you to engage your team in the process as they touch your...
Customer Retention: Using Your CRM to Enhance Your Customer’s Journey
[vc_row][vc_column][vc_column_text]What is the main reason many companies invest in a CRM? To manage leads and convert more sales. These are 2 of 3 great reasons to invest in a CRM. Reason #3 is to grow your customer relationships. Once the sale is complete, your new...
Drive Your CRM Implementation to Success Based on Your Business Goals
[vc_row][vc_column][vc_column_text]Although a CRM is meant to help you meet your business goals, many businesses do not look at it this way. They only see it as a repository for customer contact information. In other words, they only collect customer data but do not...
CRM Implementation: The Right Way to Do It
[vc_row][vc_column][vc_column_text]CRM is a necessary tool for businesses and organizations that need to track and nurture their contacts. SmallBizGenius shares that “CRM revenues are expected to reach over $80 billion in 2025”. They also state that “Companies that...
Create Stunning Visual Data Charts with your Excel’s PivotTable and PivotChart
[vc_row][vc_column][vc_column_text]What do you do when the boss says “I have all this Excel data but I don’t know what it means”? Presenting your data in an organized way is critical to spot trends and to make projections. We all know that visualizing data is the key...