3 Ways to Build Lasting Customer Relationships in the Holiday Season and Beyond
As we publish this article, it is the middle of October. The trees are turning colors, the air is cooling, and we are starting to think about the holidays, family gatherings, and traditions. On a business level, we are thinking about holiday parties, client...
7 things to look for in CRM software for small business
Shopping for CRM software can be like shopping for a vehicle. When you look for a vehicle, you need to decide if you are looking for a sedan, SUV, or truck. Do you need all-wheel drive or front-wheel drive? Do you need extra safety features like lane-change indicators...
How to Introduce a New Product to your Customers with your CRM
In our last blog, we shared the story of Gerald Manes who owns a security system installation company called GMInstalls. From the time he implemented his company’s CRM, the quality of leads increased and the cycle to close a sale shortened. Gerald was happy and began...
Marketing and Sales Pain Points and How to Overcome them
Gerald Manes, known as GM, owns a security system installation company and employs 5 salespeople, 10 technicians, and 2 administrators. GM also oversees marketing and sales. Over 2 years ago, he decided to implement a CRM (customer relationship software). He was...
What are you doing after a lead becomes a customer?
As business owners and salespeople, we spend much of our time bringing in new business. It doesn’t matter if you are a B2C or B2B company, you have the same goal. You want to grow your business, so you use marketing strategies and your CRM to attract qualified leads....
How to be a better referral partner and get more quality referrals
How many times has someone asked us for a referral and we respond with “Yeah, I know someone. Let me see if I can find their contact information and get back to you.” More often than not, we forget about the request and never look for the contact information. As...
How to reach more customers like your best customers
In our previous article, we asked “What do you know about your best customers to help you attract like-minded customers?” We explored this question, because every business wants more customers like their best customers. The best way to examine the how’s, why’s, when’s...
What do you know about your best customers to help you attract like-minded customers?
Harvey Mackay says “Customers are the reason we open our doors every day and keep the machines humming all night long. Customers determine what we eat, where we live, whether we stay in business.” Mr. Mackay is right. Customers keep your business going which is why it...
How do I identify which lead sources are most profitable?
Many businesses have lead sources of a wide variety. Without your lead sources, you would not be in business. The question is, are they good lead sources and which ones are most effective? What is a lead source? A lead source is where a lead hears or learns about your...
3 Questions to Ask so You Can Close Sales Faster
There are several factors in marketing and sales that can cause Follow Up Fatigue such as following up with the wrong people and not having a central location for prospect and client data like a CRM. and following up with the wrong people. Another factor that can...
Managing Sales is complex: Make it easier by answering these questions with your CRM
Whether you are the owner, sales manager, VP of sales, or sales or marketing executive, you want to: Grow business revenue and profits. Meet the needs of your customers. Build a great reputation for quality products and service Make item #3 above your highest priority...
Converting Prospects to Clients and how your CRM makes it easy
Regardless of what you sell, your prospects move through 1 to 4 phases of your sales cycle: Awareness, Interest, Decision, and Action (or Conversion) based on whether they convert to clients or drop out earlier in your sales cycle. At each phase, outreach can be...