Apr 28, 2021 | CRM, Project Management, Uncategorized
When someone mentions the words “project workflow”, what comes to mind? Project management software? Detailed tasks? Building something? All of these answers are correct. As you were thinking of answers, did CRM come to mind? Probably not and the main reason is that...
Apr 20, 2021 | CRM, Prospecting, Uncategorized
In our last article, we started with a story about Alice, a B2B business owner of a small HVAC company who services commercial properties. She used the data in her CRM to create the ideal prospect profile so she can be more effective in prospecting. Creating the ideal...
Apr 13, 2021 | CRM, CRM Implementation, Prospecting, Uncategorized
This is a story about Alice, a business owner of a small HVAC installation and service company. She works primarily in the B2B space by servicing owners and managers of commercial properties including shopping centers, hospitals, restaurants, and office buildings....
Apr 7, 2021 | CRM, CRM Implementation, Follow Up Fatigue, Uncategorized
Imagine if 50% of your new business came from current clients either directly or by referral? Wouldn’t that be great? More client time, less networking and much less Follow Up Fatigue (FUF). While the frequency of “repeat business” is different by industry, generating...
Mar 29, 2021 | CRM, CRM dashboard, CRM Implementation, Sales, Sales Manager, Uncategorized
What do you use to track your prospects, communicate about a prospect’s status change and manage your day-to-day tasks? How do you feel when your salespeople don’t update you about a lead’s probability? We all experience obstacles and points of pain as we work to...
Mar 9, 2021 | CRM, CRM Implementation, Customer Relationship, Customer's Journey, Uncategorized
Your CRM is a great tool to help you build relationships with prospects and customers. In past blogs, we have learned how to guide prospects through the Buyer’s Journey and to educate your buyer, and build loyalty from a new customer. Your CRM is much more than a...
