4 Questions to Ask Yourself About Your CRM Security?
[vc_row][vc_column][vc_column_text]News about data breaches is becoming more and more common. Recently, we have seen data breaches with an Illinois unemployment system and IT managed services giant, Cognizant. The bigger companies make the news, but the fact is,...
What should you look for in a CRM?
[vc_row][vc_column][vc_column_text]In the age of technology, we can become overwhelmed with all the options. If you are thinking about creating a website, you can choose Wordpress, Squarespace, Wix, and Drupal, to name a few. If you are looking for an email marketing...
Learn How Your CRM Unlocks Vital Information for Organizational Growth
[vc_row][vc_column][vc_column_text]There is a myth that we sometimes here in networking groups and conversations. The myth is that a CRM is for salespeople only. This is only a myth. Why? The CRM is for salespeople, but it also for banks, health services, government...
Using Your CRM Dashboard to Track Your Goals
[vc_row][vc_column][vc_column_text]Key Performance Indicators (KPIs) are an important part of tracking lead attraction and conversions. If you are unsure what a KPI is, you can read about our blog on using your CRM to measure your KPIs. When we have KPIs defined, we...
How You Can Use Your CRM to Measure Your KPIs
There is an acronym that is often used in marketing and sales. It is KPI. Many of us know what KPI means, but do we understand how to use KPI to help us increase leads, sales, and action? KPI stands for Key Performance Indicator. A KPI is a measurable value that...
The Profitable Benefits of CRM Data Segmentation
[vc_row][vc_column][vc_column_text]Before we jump into CRM data segmentation, let’s imagine buying a house with a 2-car garage. We are so excited that we have a garage and think of all the things we will be able to do. We will be able to park our car and bicycle,...
Learn How to Create Attention-Grabbing Presentations with Your Data
[vc_row][vc_column][vc_column_text]Have you ever been to presentations that are so boring that you would rather watch a sloth climb a tree? Have you seen presentations that grabbed your attention in such ways that you did not want them to end? Presentations are a...
Tutorial: Create Stunning Data Presentations and Make Your Data Interesting
Everyone likes a good story. You have a story and you have data to back it up, but raw data can be hard to read. So, how can you make data interesting, easy to understand, and presentable? You can use data visualization which is the graphical representation of...
Tutorial: Slice and Dice Your Data to Find Key Trends and Important Values with PivotTables
[vc_row][vc_column][vc_column_text]Excel’s foundation is built on the display and calculation of data correctly. This is why knowing how to use functions like Scenario Manager, Slices, and PivotTable is crucial when sorting and displaying data. In a previous blog, we...
Moving Forward – Adapting How We Sell
It wasn’t too long ago that we were meeting with clients for coffee at Starbucks or going to in-person networking events, but that has changed. Let’s look at what the future holds. It is time to move forward by rethinking and adapting our sales process and strategy...
4 Ways Team Training is Essential for Remote Work
[vc_row][vc_column][vc_column_text]In the last month, our way of living has completely changed. Not only are we adjusting to social distancing, but we are also doing so without preparation. In the business world, sales and marketing teams have to figure out how to...
Case Study: DC Non-profit goes from guessing to data-driven decisions with new CRM
[vc_row][vc_column][vc_column_text]For non-profits, engaging with your constituents and funding sources is a persistent challenge especially at times like today where physical distancing is required. Knowing about member involvement and what amounts donors have given...