Sep 26, 2022 | CRM, CRM Implementation, Sales, Sales Funnel
Shopping for CRM software can be like shopping for a vehicle. When you look for a vehicle, you need to decide if you are looking for a sedan, SUV, or truck. Do you need all-wheel drive or front-wheel drive? Do you need extra safety features like lane-change indicators...
Sep 19, 2022 | CRM, CRM Implementation, Drip Campaign, Lead Source, Segmentation
In our last blog, we shared the story of Gerald Manes who owns a security system installation company called GMInstalls. From the time he implemented his company’s CRM, the quality of leads increased and the cycle to close a sale shortened. Gerald was happy and began...
Sep 13, 2022 | CRM, CRM Implementation
Gerald Manes, known as GM, owns a security system installation company and employs 5 salespeople, 10 technicians, and 2 administrators. GM also oversees marketing and sales. Over 2 years ago, he decided to implement a CRM (customer relationship software). He was...
Sep 6, 2022 | CRM, Customer Relationship, X2CRM
As business owners and salespeople, we spend much of our time bringing in new business. It doesn’t matter if you are a B2C or B2B company, you have the same goal. You want to grow your business, so you use marketing strategies and your CRM to attract qualified leads....
Aug 29, 2022 | CRM, Referral Network
How many times has someone asked us for a referral and we respond with “Yeah, I know someone. Let me see if I can find their contact information and get back to you.” More often than not, we forget about the request and never look for the contact information. As...
Aug 23, 2022 | CRM, Customer Relationship
In our previous article, we asked “What do you know about your best customers to help you attract like-minded customers?” We explored this question, because every business wants more customers like their best customers. The best way to examine the how’s, why’s, when’s...
