Four ways to keep your client relationship strong after the Sales Funnel
Recently, we shared with you how to attract qualified leads and nurture them in your sales funnel and also how to prevent middle of the sales funnel starvation. Every touchpoint in your sales funnel plays a significant role to lead a prospect through the sales process...
3 Ways to Attract Qualified Leads and Nurture Them in Your Sales Funnel
Nearly every company wants to fill its sales funnel with leads to close more sales quicker. Why? No leads. No sales. It is that simple. As a company fills its sales funnel with leads, a part of its the sales process is nurturing the qualified and weeding out the...
Don’t Starve the Middle of Your Sales Funnel
The sales funnel is a great visual to help us understand where a prospective customer is in the sales process. What happens to your prospect as it moves through your funnel will determine if that prospect becomes a new client or gets stuck in the funnel’s middle due...
How to Easily Use the Excel Scenario Manager
How often has your manager come to you with a request for reports that forecast sales? You have the data laid out in Excel, so now you need to create the forecast reports. Forecasting is a very common request to help predict trends and patterns in business, sales, and...
Create High Level Reports Using Excel Pivot Table to Show Trends and Results
Recently, our client called and said they had an emergency. They had to report to their Board of Directors in two days but could not make sense of 80,00 rows of sales data they had in Excel. They asked if we could help. As soon as we saw the data, we knew that Excel’s...
Five Benefits to Private Group Software Training for Your Organization
In our last blog, we shared the benefits of training employees in the technology they use. Successful businesses invest in their employees and provide training to equip their teams with relevant skills. When implementing a new CRM or migrating to the latest Microsoft...
Boost Your Employees Training and Enhance Your Client Service
“Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients.” – Sir Richard Branson Did you know that we offer training services for your employees? We do this for a simple reason. Untrained employees can be...
Email Marketing is Dead…Wait…No, It is NOT Dead
Email marketing is dead. Email marketing is NOT dead. Email marketing is dead. Email marketing is NOT dead. Every few months, new studies are releasing supporting both sides of the coin. The fact is, email marketing is NOT dead. Instead of going in circles with the...
4 Inbound Marketing Strategies That Help Fill Your CRM with Qualified Leads
There are many things in life that are better when they are put together. Think of peanut butter and jelly. Both are very good by themselves, but even better when you make a peanut butter and jelly sandwich. Think about a cello. A cello by itself sounds so beautiful...
How to Make Your CRM Your Greatest Asset
Your CRM should be your company’s greatest sales asset, but, in reality, it is often treated as an annoying technology platform that salespeople, project managers, and many other employees are required to use. Why is that? Why do employees not take it seriously? It...
In the New Year, Revisit Your Marketing Strategy
Your marketing strategy is a high-level plan of action set to achieve your goals. How do you know if your marketing strategy is working? Companies use data, collected from the implementation of the strategy’s tactics, to help them make informed decisions, make...
3 CRM Features that will boost your Sales and Marketing
As much as we enjoyed the holidays and ringing in the new year, it is time to get back to business…literally. We hope that you are anticipating success and growth in 2019 with your business. Effective marketing and selling are keys to growth and benefitting from your...