Oct 10, 2022 | CRM, CRM Implementation, Customer Relationship
As we publish this article, it is the middle of October. The trees are turning colors, the air is cooling, and we are starting to think about the holidays, family gatherings, and traditions. On a business level, we are thinking about holiday parties, client...
Sep 26, 2022 | CRM, CRM Implementation, Sales, Sales Funnel
Shopping for CRM software can be like shopping for a vehicle. When you look for a vehicle, you need to decide if you are looking for a sedan, SUV, or truck. Do you need all-wheel drive or front-wheel drive? Do you need extra safety features like lane-change indicators...
Sep 19, 2022 | CRM, CRM Implementation, Drip Campaign, Lead Source, Segmentation
In our last blog, we shared the story of Gerald Manes who owns a security system installation company called GMInstalls. From the time he implemented his company’s CRM, the quality of leads increased and the cycle to close a sale shortened. Gerald was happy and began...
Sep 13, 2022 | CRM, CRM Implementation
Gerald Manes, known as GM, owns a security system installation company and employs 5 salespeople, 10 technicians, and 2 administrators. GM also oversees marketing and sales. Over 2 years ago, he decided to implement a CRM (customer relationship software). He was...
Sep 6, 2022 | CRM, Customer Relationship, X2CRM
As business owners and salespeople, we spend much of our time bringing in new business. It doesn’t matter if you are a B2C or B2B company, you have the same goal. You want to grow your business, so you use marketing strategies and your CRM to attract qualified leads....
Aug 29, 2022 | CRM, Referral Network
How many times has someone asked us for a referral and we respond with “Yeah, I know someone. Let me see if I can find their contact information and get back to you.” More often than not, we forget about the request and never look for the contact information. As...
