Dec 7, 2021 | Automation, CRM
Whenever someone starts a new job whether as a salesperson, technician, or administrator, they need to be onboarded. Onboarding is essential because it lays the foundation for the following: Ensure all paperwork is completed An understanding of company mission and...
Nov 30, 2021 | CRM Implementation, Tasks, Uncategorized
Can you imagine how much time you would have on your hands if you could automate 50% of your tasks? Just think, you could spend more time cultivating new business, enjoying the things you enjoy, and sleeping better at night because tasks are getting done. In this...
Nov 23, 2021 | CRM, Service Tickets, Uncategorized
So, what happens after you have made the sale, delivered, and installed your product? Your level of post-sale customer service will determine whether you have a one-time buyer or a customer for life. Most businesses need to track post-sale customer interactions and...
Nov 15, 2021 | CRM, Email, Uncategorized
How many times have you received an email from a business and your response is “this has nothing to do with me, so why did I receive it?”. This is what happens when messages are not personalized and are sent to everyone. It annoys the recipients and creates follow up...
Nov 3, 2021 | CRM, Email, Marketing Campaign, Uncategorized
It is that time of year. Some businesses look forward to creating heartfelt holiday messages. Others dread the obligatory messages of gratitude to jump into the new year with optimism. Whichever end of the spectrum you put yourself, there is usually a common...
