Apr 26, 2022 | CRM, Sales Funnel
What do you need to track in your business? Many businesses use custom funnels to track prospects. Yet, the same funnel can be used to track production stages, recruiting efforts, and client activity. In each case, you can see the stage of completion of a project, or...
Mar 29, 2022 | CRM, Segmentation
You want to reach more people and sell more with less effort. That is a fact. There are many channels you can use to reach more people. You can use social media, email, your website, and digital advertising to name a few. If you are creating general marketing for the...
Mar 22, 2022 | CRM, Sales Funnel
What is the best way to track your opportunities and leads? Create a sales funnel with a set of stages that reflect your product and sales cycle and move prospects through to their conclusions. Win or lose, you will gain incredible insights about your marketing and...
Mar 8, 2022 | CRM, CRM Implementation
In our last article, “How to choose a CRM that fits your business needs”, we ask 4 questions to help you choose a CRM based on your business needs. The four questions are: Do I need help managing tasks? Do I need help tracking leads? Do I need help communicating with...
