Jun 2, 2020 | CRM, Uncategorized
[vc_row][vc_column][vc_column_text]Key Performance Indicators (KPIs) are an important part of tracking lead attraction and conversions. If you are unsure what a KPI is, you can read about our blog on using your CRM to measure your KPIs. When we have KPIs defined, we...
May 26, 2020 | CRM, KPI, Uncategorized
There is an acronym that is often used in marketing and sales. It is KPI. Many of us know what KPI means, but do we understand how to use KPI to help us increase leads, sales, and action? KPI stands for Key Performance Indicator. A KPI is a measurable value that...
May 19, 2020 | CRM, Sales, Uncategorized
[vc_row][vc_column][vc_column_text]Before we jump into CRM data segmentation, let’s imagine buying a house with a 2-car garage. We are so excited that we have a garage and think of all the things we will be able to do. We will be able to park our car and bicycle,...
Mar 31, 2020 | Case Study, CRM, Uncategorized
[vc_row][vc_column][vc_column_text]For non-profits, engaging with your constituents and funding sources is a persistent challenge especially at times like today where physical distancing is required. Knowing about member involvement and what amounts donors have given...
Mar 24, 2020 | CRM, Sales, Uncategorized
[vc_row][vc_column][vc_column_text]At this very difficult time, nearly all of us are working from home. What can we do to build relationships with prospects, referrers, and clients? The new “normal” opens up many opportunities for relationship building. For many of...
Mar 3, 2020 | CRM, Marketing Campaign, Referral Network, Sales, Uncategorized
It is no secret that B2B companies like referrals. Referrals often make great customers because they are referred by great customers. We recently spoke about building referral sources that produce amazing leads. In this blog, we would like to share 5 ways that you can...
