Mar 29, 2021 | CRM, CRM dashboard, CRM Implementation, Sales, Sales Manager, Uncategorized
What do you use to track your prospects, communicate about a prospect’s status change and manage your day-to-day tasks? How do you feel when your salespeople don’t update you about a lead’s probability? We all experience obstacles and points of pain as we work to...
Mar 23, 2021 | Referral Network, Uncategorized
Written notes. Note apps. Reminders. Chat files. Good ol’ spreadsheets. Names, phone numbers, and emails are everywhere. It is virtually impossible to keep it all organized. Capture that data in one central place, segment it by contact type (i.e., client, prospect,...
Mar 16, 2021 | Follow Up Fatigue, Referral Network, Uncategorized
If I were to ask you about your referral sources, could you tell me from where you receive your referrals? How about the number of leads from each source? What about the top referral sources? If you are not tracking and managing your referral sources, you could be...
Mar 9, 2021 | CRM, CRM Implementation, Customer Relationship, Customer's Journey, Uncategorized
Your CRM is a great tool to help you build relationships with prospects and customers. In past blogs, we have learned how to guide prospects through the Buyer’s Journey and to educate your buyer, and build loyalty from a new customer. Your CRM is much more than a...
Mar 2, 2021 | Buyer's Journey, CRM Implementation, Customer's Journey, Follow Up Fatigue, Uncategorized
When a prospect makes a purchase, whether it is a product or service, they leave the Buyer’s Journey and enter the Customer’s Journey. The Customer’s Journey is their relational experience with you, the business, after the purchase. The goal of this experience is to...
