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...
Understand your Customer’s Problem so you can Personalize your Lead Generation Form
When do people shop for a product or service? It is when they have a problem no matter the size. For instance, they open the cupboard and see they are out of bread. That is a small problem and they go to a grocery store to buy more bread. On a larger scale, they...
Want to close more sales? Segmentation is the Answer
You want to reach more people and sell more with less effort. That is a fact. There are many channels you can use to reach more people. You can use social media, email, your website, and digital advertising to name a few. If you are creating general marketing for the...
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...