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...
How to Build Client Relationships in the New “Normal”
[vc_row][vc_column][vc_column_text]At this very difficult time, nearly all of us are working from home. What can we do to build relationships with prospects, referrers, and clients? The new “normal” opens up many opportunities for relationship building. For many of...
5 Ways to Increase Email Subscriber Engagement
[vc_row][vc_column][vc_column_text]At the moment, we cannot visit our clients or network with our prospects. What can we do to engage our clients and prospects? Email continues to be an extremely effective way for brand awareness and marketing. You can personalize...
5 Tips to Build a Quality Email List from Scratch
[vc_row][vc_column][vc_column_text]Email marketing is an inexpensive way to reach a wide audience provided you have a high-quality email list. Without that list, you are wasting your time. Effective email marketing relies on targeted email lists filled with clients,...
5 Ways to Use Your CRM to Get Referral Customers
It is no secret that B2B companies like referrals. Referrals often make great customers because they are referred by great customers. We recently spoke about building referral sources that produce amazing leads. In this blog, we would like to share 5 ways that you can...
4 Ways to Strengthen Customer Relationships
Over the last few months, we have written several blogs about the sales funnel, qualified leads, and follow up fatigue. Building your client base is hard work, but when you follow proven methods, you are rewarded with great customers. It is also hard work to nurture...