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...
Aug 23, 2022 | CRM, Customer Relationship
In our previous article, we asked “What do you know about your best customers to help you attract like-minded customers?” We explored this question, because every business wants more customers like their best customers. The best way to examine the how’s, why’s, when’s...
Aug 16, 2022 | CRM, CRM dashboard, Customer Acquisition Costs, Customer Relationship, Sales, Sales Funnel
Harvey Mackay says “Customers are the reason we open our doors every day and keep the machines humming all night long. Customers determine what we eat, where we live, whether we stay in business.” Mr. Mackay is right. Customers keep your business going which is why it...