Nov 7, 2022 | CRM, Customer's Journey, Prospecting, X2CRM
It is 5 minutes before the zoom call with a new prospect who is seriously considering a service contract. It is time to grab the prospect’s information and log in to zoom, but where is the prospect’s information? The business owner remembers their name and remembers...
Sep 6, 2022 | CRM, Customer Relationship, X2CRM
As business owners and salespeople, we spend much of our time bringing in new business. It doesn’t matter if you are a B2C or B2B company, you have the same goal. You want to grow your business, so you use marketing strategies and your CRM to attract qualified leads....
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...
