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...
Generate New Qualified Leads Using Gated Content
[vc_row][vc_column][vc_column_text]Have you ever filled out a webform to gain access to an ebook or a white paper? If you have, you are gaining access to “Gated Content” in exchange for providing contact information. Gated Content is a technical marketing term that...
Deliver a 1-2 Punch Using Video to Capture Leads in Your CRM
[vc_row][vc_column][vc_column_text]Video is here to stay, and it is only going to evolve. In fact, 87% of marketing professionals use video as a tool to reach customers. Businesses that are not using video as a part of their marketing strategy are missing and losing...
What to Look for in a Videographer to Make Great Sales Videos
[vc_row][vc_column][vc_column_text]Video marketing is something that cannot be ignored. We know that this is the direction that marketing is going. It is necessary for your marketing which is why we share the need to incorporate it into your selling strategy. However,...
Using Video to Tell Your Story: Why You Need to Incorporate Video into Selling Today
[vc_row][vc_column][vc_column_text]Video marketing has been on the rise for several years and it continues to rise. According to Smart Insights, people will spend 100 minutes a day watching online videos in 2021. This is a 19% increase from 2019. The same article says...