CRM - CCC Solutions

My sales team meets with too many unqualified leads. What can I do about it?

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...

To get referrals, give referrals

Jun 20, 2022 | CRM, Referral Network

Referrals are a great lead source. We have shared ways to build on referral sources. If you would like to read those articles, we have them listed below: 3 Ways to Build your Referrals in 2022 Build your Referral Sources and Reduce Follow Up Fatigue 4 Ways to Show...

Two Types of Automation to Make your Upside-Down Funnel More Effective

Jun 13, 2022 | Automation, CRM, CRM Implementation

In an earlier blog, we explain the Upside-Down sales funnel. In a nutshell, a wide-open funnel attracts everyone, qualified or not. An Upside-Down sales funnel narrows the entrance into your sales funnel with a focus on filling the funnel with qualified leads. If you...

4 Reasons X2CRM is Great for Small Businesses

Jun 7, 2022 | CRM, X2CRM

What happens if you do not respond to a prospect and customer in a timely manner? The prospect and customer may look to someone else to meet their need. What happens if you do not tailor your communication to their need? Same thing. They will go to someone who tailors...

Two Ways to Analyze Your CRM Data with Excel

May 3, 2022 | CRM

Businesses use CRM software to manage, nurture, and grow customer relationships. Businesses can also use their CRM for internal processes and project management. CRMs have robust tools for automation, segmentation, email, and reporting. However, there are times when...

How to create custom funnels for better tracking

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...