Feb 15, 2022 | CRM, CRM dashboard, Lead Source
In business, there is a term that is often used. The term is a lead source. We hear the term, and we know that it is important, but what is it? A lead source is an original source where a customer takes their first action to engage with you. Common channels for lead...
Feb 8, 2022 | CRM, CRM Implementation, Trades
If you own a business in the trades such as plumbing, HVAC, and roofing among others, you need a CRM. This is a bold statement, but it is a true statement. Businesses in the trades need to attract and nurture customers. Attracting and nurturing customers is...
Jan 18, 2022 | CRM, Drip Campaign
Every business owner wants customers to buy their product or service, and every business owner wants to see customers return. It doesn’t matter if you are a B2B company, a B2C company, or even a non-profit, without people buying or giving, you cannot sustain or grow....
Jan 10, 2022 | CRM, Referral Network
According to Review42, 92% of consumers trust referrals from people they know. These statistics speak to the importance of building referrals as a valuable source of business. We have written several articles to help build your referral network. Growing your business...
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...
