Track leads in your CRM with a sales funnel that works for you
What is the best way to track your opportunities and leads? Create a sales funnel with a set of stages that reflect your product and sales cycle and move prospects through to their conclusions. Win or lose, you will gain incredible insights about your marketing and...
Why a CRM Implementation Can Fail
Many businesses see the need for a CRM to manage their sales and marketing. However, choosing the best CRM can be overwhelming. In two previous articles, we talk about choosing a CRM to fit your business needs and 3 non-negotiables when shopping for a CRM. When you...
3 Non-Negotiables When Shopping for a CRM
In our last article, “How to choose a CRM that fits your business needs”, we ask 4 questions to help you choose a CRM based on your business needs. The four questions are: Do I need help managing tasks? Do I need help tracking leads? Do I need help communicating with...
How to choose a CRM that fits your business needs
A CRM is essential for any business that wants to grow. If a business does not know what they need in a CRM, the business usually experiences Follow Up Fatigue and operates in a reactive mode. To put it another way, businesses create more work with fewer results when...
Tailor marketing messaging to your audience’s characteristics
Why do customers buy from you? They need something and you have the solution whether it is an insurance policy, a product for their home, or a service to improve quality of life. However, you are not the only one with the solution. You have competitors who offer the...
What are my best lead sources and how do I track them?
In business, there is a term that is often used. The term is a lead source. We hear the term, and we know that it is important, but what is it? A lead source is an original source where a customer takes their first action to engage with you. Common channels for lead...
Three reasons companies in the trades need a CRM
If you own a business in the trades such as plumbing, HVAC, and roofing among others, you need a CRM. This is a bold statement, but it is a true statement. Businesses in the trades need to attract and nurture customers. Attracting and nurturing customers is...
Date-based triggers: a remedy for Follow Up Fatigue
How many times did you lay in bed only to remember that you forgot to complete a follow-up task? Forgetfulness is a big symptom of Follow Up Fatigue. You have every intention of following up, but as a business owner or salesperson, you get derailed with a more urgent...
Drip Campaigns: The Secret to Bringing Customers Back Again
Every business owner wants customers to buy their product or service, and every business owner wants to see customers return. It doesn’t matter if you are a B2B company, a B2C company, or even a non-profit, without people buying or giving, you cannot sustain or grow....
3 Ways to Build your Referrals in 2022
According to Review42, 92% of consumers trust referrals from people they know. These statistics speak to the importance of building referrals as a valuable source of business. We have written several articles to help build your referral network. Growing your business...
4 Big Benefits when CCC is your X2CRM partner
Many companies look at the new year as the time to re-evaluate and set business goals. We look at the data from the previous year and make adjustments to reach our goals. This may include hiring new employees, revising business processes, or looking at business tools...
4 Ways to Reduce Follow Up Fatigue in the New Year
As the year comes to an end and we make plans to visit family and friends. We also set business goals for the new year. Setting next year’s business goals can be overwhelming especially when it is hard to find the time to complete this year’s goals. How can we free up...