4 Reasons X2CRM is Great for Small Businesses
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
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
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...
Set Up Your CRM for Success to Avoid Hurting Your Business
Customer relationship management is a process for businesses to manage and interact with prospects and customers. Most people in the business refer to it as CRM, and, even more commonly, refer to the software they are using to manage their customer data. There are...
Understand your Customer’s Problem so you can Personalize your Lead Generation Form
When do people shop for a product or service? It is when they have a problem no matter the size. For instance, they open the cupboard and see they are out of bread. That is a small problem and they go to a grocery store to buy more bread. On a larger scale, they...