Dec 7, 2021 | Automation, CRM
Whenever someone starts a new job whether as a salesperson, technician, or administrator, they need to be onboarded. Onboarding is essential because it lays the foundation for the following: Ensure all paperwork is completed An understanding of company mission and...
Nov 23, 2021 | CRM, Service Tickets, Uncategorized
So, what happens after you have made the sale, delivered, and installed your product? Your level of post-sale customer service will determine whether you have a one-time buyer or a customer for life. Most businesses need to track post-sale customer interactions and...
Nov 15, 2021 | CRM, Email, Uncategorized
How many times have you received an email from a business and your response is “this has nothing to do with me, so why did I receive it?”. This is what happens when messages are not personalized and are sent to everyone. It annoys the recipients and creates follow up...
Nov 3, 2021 | CRM, Email, Marketing Campaign, Uncategorized
It is that time of year. Some businesses look forward to creating heartfelt holiday messages. Others dread the obligatory messages of gratitude to jump into the new year with optimism. Whichever end of the spectrum you put yourself, there is usually a common...
Oct 26, 2021 | Branding, CRM, CRM dashboard, Uncategorized
In the last two articles, we shared ways you can use your CRM to manage your brand message and your brand assets. A consistent brand message and up-to-date assets are key factors in company growth and customer loyalty. As important as the first two are, there is a...
Oct 19, 2021 | Branding, CRM, Uncategorized
Managing your brand from reputation to assets can be challenging, especially when you are a business owner and you do not have a dedicated brand manager. In our last article, we talked about the challenges and introduced the first way you can manage your brand with...
