Aug 31, 2021 | CRM, Follow Up Fatigue, Uncategorized
We live in a world where business cards are no longer the norm. When we connect with people, we connect through contact forms, email, texting, online chat files, chatbots, and LinkedIn. Every channel is great for connecting with prospects, potential business partners,...
Aug 24, 2021 | CRM, CRM dashboard, Uncategorized
In sales and marketing, reports are crucial. Key reports help you sell smarter, identify issues, and monitor your business goals. Without reports, you are making assumptions. Assumptions can lead you down the wrong path, increase follow-up fatigue, and cause you to...
Aug 3, 2021 | CRM, CRM Implementation, Uncategorized
When we hire a new employee – salesperson, administrative assistant, marketing strategist, or accountant – it is our desire as business owners that they become internal brand advocates. Internal brand advocates are excited about their jobs and the products they sell....
Jul 26, 2021 | CRM, Marketing, Uncategorized
Many of our articles are focused on using your CRM to help you get more customers and close sales faster. This article will be no different, although there will be a stronger marketing emphasis. As business owners, you know the importance of identifying your target...
Jul 13, 2021 | CRM, CRM Implementation, Uncategorized
When many business owners hear the word CRM, they think Salesforce, Hubspot or maybe SugarCRM. They also think expensive, and they think the cost of a CRM is unavoidable. We are living in a time when it is necessary for small businesses to use a CRM to manage...
Jul 7, 2021 | Artificial Intelligence, CRM, Uncategorized
We hear big terms like Artificial Intelligence (AI) being used by big CRM companies. They make it sound like AI is a very sophisticated feature that is only available through their expensive CRM platform. For many small businesses, the feature looks awesome, and they...
