How to Adapt to Remote Management Successfully as a Sales Manager
[vc_row][vc_column][vc_column_text]Last week, we shared a story to illustrate how you can find opportunities and use your CRM to capitalize on those opportunities. This week, we want to share another story that is more common than we would like to admit. This story...
See the Opportunity and Use Your CRM to Make it Happen
[vc_row][vc_column][vc_column_text]Opportunities are all around us. The question is, are we aware of our surroundings to notice the opportunities? To help you understand what we mean, we would like to tell you a story. There is a roofer and his name is Ronnie. Ronnie...
6 Things You Cannot Do with a Spreadsheet
[vc_row][vc_column][vc_column_text]Many of us love spreadsheets because they are a great way to manage tabular data like fiscal year projections. However, over the course of time, many people started to adopt spreadsheets as the solution to manage their contact...
Spreadsheet vs. Database: Where should I save my contacts’ information?
Spreadsheets and databases have been around a very long time and both are used to maintain contacts and store records. The question is which one is better. While some of the terms that are used may be interchangeable, spreadsheets and databases are not the same. A...
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...