Nov 29, 2022 | CRM, Sales, Sales Funnel
Let’s say your salesperson is cultivating a new lead that could turn into a big contract. Unexpectedly, the salesperson has a family emergency and asks another salesperson to take over a scheduled call to close the sale. The other salesperson found some notes about...
Oct 25, 2022 | CRM, CRM Implementation, Customer's Journey, Sales Funnel
As business owners, we need leads to generate new business. It doesn’t matter if you are B2B or B2C, you need leads to keep your business alive. There is a school of thought that many business owners adopt, and that is, just get me the lead and I’ll do the rest....
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...
Aug 16, 2022 | CRM, CRM dashboard, Customer Acquisition Costs, Customer Relationship, Sales, Sales Funnel
Harvey Mackay says “Customers are the reason we open our doors every day and keep the machines humming all night long. Customers determine what we eat, where we live, whether we stay in business.” Mr. Mackay is right. Customers keep your business going which is why it...
Jul 12, 2022 | Buyer's Journey, CRM, Sales Funnel
Regardless of what you sell, your prospects move through 1 to 4 phases of your sales cycle: Awareness, Interest, Decision, and Action (or Conversion) based on whether they convert to clients or drop out earlier in your sales cycle. At each phase, outreach can be...
Jun 28, 2022 | CRM, Sales Funnel, X2CRM
Picture this: You have 3 salespeople who are following up with every lead. Each salesperson manages its lead follow-ups in its own way, so you do not know which leads are good and which ones are a dead end. Every now and then, your sales team closes a big sale, so you...
