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 22, 2022 | CRM, Marketing
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...
Feb 15, 2022 | CRM, CRM dashboard, Lead Source
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...
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...
Jan 18, 2022 | CRM, Drip Campaign
Every business owner wants customers to buy their product or service, and every business owner wants to see customers return. It doesn’t matter if you are a B2B company, a B2C company, or even a non-profit, without people buying or giving, you cannot sustain or grow....
