Dec 8, 2020 | CRM, CRM dashboard, CRM Implementation, Follow Up Fatigue, Uncategorized
[vc_row][vc_column][vc_column_text]We all seek to increase sales or, in some cases, to increase donations and memberships. If this is your goal, then what you measure will determine your level of success. When you look at what drives your success, you are likely to...
Dec 1, 2020 | CRM, CRM Implementation, Uncategorized
[vc_row][vc_column][vc_column_text]Follow Up Fatigue (FUF) occurs for many reasons such as trying to track all prospects, client needs and delivery schedules in your head. What can you do to reduce FUF? Your CRM’s dashboard is the answer as you can summarize key stats...
Nov 17, 2020 | CRM, CRM Implementation, Uncategorized
[vc_row][vc_column][vc_column_text]In the last few blogs, we have focused on the best ways to implement your CRM and expand its use from customer prospecting to service delivery and retention. We encouraged you to engage your team in the process as they touch your...
Nov 10, 2020 | CRM, CRM Implementation, Uncategorized
[vc_row][vc_column][vc_column_text]What is the main reason many companies invest in a CRM? To manage leads and convert more sales. These are 2 of 3 great reasons to invest in a CRM. Reason #3 is to grow your customer relationships. Once the sale is complete, your new...
