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...
6 Reasons Why Your Sales Team Needs a CRM
Leads are coming in through different channels including your website and networking events. You need to increase the number of salespeople in your business so you can manage, nurture, and convert more leads into sales, so you start hiring. As you hire salespeople,...
My sales team meets with too many unqualified leads. What can I do about it?
Picture this: You have 3 salespeople who are following up with every lead. Each salesperson manages its lead follow-ups in its own way, so you do not know which leads are good and which ones are a dead end. Every now and then, your sales team closes a big sale, so you...
To get referrals, give referrals
Referrals are a great lead source. We have shared ways to build on referral sources. If you would like to read those articles, we have them listed below: 3 Ways to Build your Referrals in 2022 Build your Referral Sources and Reduce Follow Up Fatigue 4 Ways to Show...
Two Types of Automation to Make your Upside-Down Funnel More Effective
In an earlier blog, we explain the Upside-Down sales funnel. In a nutshell, a wide-open funnel attracts everyone, qualified or not. An Upside-Down sales funnel narrows the entrance into your sales funnel with a focus on filling the funnel with qualified leads. If you...
4 Reasons X2CRM is Great for Small Businesses
What happens if you do not respond to a prospect and customer in a timely manner? The prospect and customer may look to someone else to meet their need. What happens if you do not tailor your communication to their need? Same thing. They will go to someone who tailors...
Want to get started with segmentation? Start with demographics.
Segmentation is a key component of effective marketing and nurturing customer relationships. It is the way to deliver relevant messaging that meets the needs of specific groups within your audience. According to statistics by Higher Logic and Notify Visitors, 77...
Two Ways to Analyze Your CRM Data with Excel
Businesses use CRM software to manage, nurture, and grow customer relationships. Businesses can also use their CRM for internal processes and project management. CRMs have robust tools for automation, segmentation, email, and reporting. However, there are times when...
How to create custom funnels for better tracking
What do you need to track in your business? Many businesses use custom funnels to track prospects. Yet, the same funnel can be used to track production stages, recruiting efforts, and client activity. In each case, you can see the stage of completion of a project, or...
I have too many productivity apps so what can I do?
We live in a technology age where there is an app for everything. There are apps for to-do lists, scheduling, notes, connecting with your team, project management, email marketing, forms and surveys, document signing, and workflows. These are just a few reasons why...
Set Up Your CRM for Success to Avoid Hurting Your Business
Customer relationship management is a process for businesses to manage and interact with prospects and customers. Most people in the business refer to it as CRM, and, even more commonly, refer to the software they are using to manage their customer data. There are...