Apr 11, 2023 | CRM
What if your salesperson quits and takes all of its contacts and notes on their cell phone upon departure? What do you do to ensure a smooth transition with clients and prospects? It can be difficult when you lose a good salesperson especially if he or she...
Apr 5, 2023 | CRM
There is an app for nearly everything. – To-do lists, scheduling, notes, team communications, project management, email marketing, forms, surveys, document signing, and workflows. No wonder everyone gets Follow Up Fatigue. What if ONE APP replaced...
Mar 25, 2023 | CRM
Sherry Miller sells janitorial supplies to commercial, residential, and retail property managers as well as to retail clients that have the need for industrial-strength cleaning products. During the past 2 years, sales increased by more than 50% per year and her...
Mar 20, 2023 | CRM
A prospect called me recently and said she was overwhelmed by her need to follow up. She had attended 3 networking events that day and met 5 new contacts. In a week, she averaged 10 new contacts. She was frustrated and scared that she would drop the ball on an...
Mar 10, 2023 | CRM
How many times have you received an email, and your response is “this has nothing to do with me, so why did I receive it?”. This happens when messages are sent to everyone with no segmentation. It annoys the recipients and also is a waste of time for the sender. When...
Mar 6, 2023 | CRM
How do you know what lead sources are most effective in generating business for you? Is it a specific networking group, your website, or a social media campaign that brings in the most business? A lead source is the original source where a customer takes their...
