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...
Building Referral Sources that Produce Amazing Leads
As B2B businesses, we all love referrals. Why? The answer is simple. They usually come from qualified sources such as a customer or partner. Referrals already have a level of trust because they trust the referrer. When the referral becomes a customer, they are loyalty...
4 things a small business website must have to convert sales
Your website is the online presence of your brand. It is always the second touchpoint experience for the user. We say second because the experience guides them to your website such as a social media post, a search engine result, a business card, or a conversation with...
Is Your Lead Qualified? Ask these 4 Questions
Getting leads is hard work. Getting qualified leads is even harder work but very rewarding when those leads turn into customers. A few months ago, we wrote a series on Follow Up Fatigue and the importance of a strong sales funnel that attracts qualified leads. Even...