May 25, 2021 | CRM, CRM Implementation, Uncategorized
What is the main reason a business considers a CRM? It is the same reason a business hires a salesperson or increases marketing efforts. The business wants to increase sales and revenue. This is a great reason; however, it is a reason that needs to be broken down in...
May 18, 2021 | CRM, CRM Implementation, Uncategorized
If you search “ways to use a CRM”, the results may be overwhelming. There are many ways you can use a CRM. Some tactics may be specific depending on your industry and whether you are B2B or B2C. Other tactics are more general and good for every user. Whatever the...
May 11, 2021 | CRM, CRM Implementation, Uncategorized
We are living in the age of instant. Instant coffee. Instant news. Instant shopping. Because we live in an instant age, our prospects and customers expect quick responses and quotes. Every minute that they are waiting on us, increases the chances of them going...
Apr 13, 2021 | CRM, CRM Implementation, Prospecting, Uncategorized
This is a story about Alice, a business owner of a small HVAC installation and service company. She works primarily in the B2B space by servicing owners and managers of commercial properties including shopping centers, hospitals, restaurants, and office buildings....
Apr 7, 2021 | CRM, CRM Implementation, Follow Up Fatigue, Uncategorized
Imagine if 50% of your new business came from current clients either directly or by referral? Wouldn’t that be great? More client time, less networking and much less Follow Up Fatigue (FUF). While the frequency of “repeat business” is different by industry, generating...
Mar 29, 2021 | CRM, CRM dashboard, CRM Implementation, Sales, Sales Manager, Uncategorized
What do you use to track your prospects, communicate about a prospect’s status change and manage your day-to-day tasks? How do you feel when your salespeople don’t update you about a lead’s probability? We all experience obstacles and points of pain as we work to...
