Jun 13, 2022 | Automation, CRM, CRM Implementation
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...
May 11, 2022 | CRM Implementation, Segementation
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...
Mar 8, 2022 | CRM, CRM Implementation
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...
Feb 8, 2022 | CRM, CRM Implementation, Trades
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...
Dec 14, 2021 | CRM Implementation, Follow Up Fatigue
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...
Nov 30, 2021 | CRM Implementation, Tasks, Uncategorized
Can you imagine how much time you would have on your hands if you could automate 50% of your tasks? Just think, you could spend more time cultivating new business, enjoying the things you enjoy, and sleeping better at night because tasks are getting done. In this...
