Jul 7, 2026 | CRM
What happens when “Marketing and Sales” are not on the same page? As a solopreneur, employer, or the VPs of Marketing or Sales, getting both functions to “speak the same language” is the challenge. For solopreneurs and small business owners, this problem is especially...
Jun 9, 2026 | CRM
Running a seven-person consulting firm sounds manageable on paper. In fact, it often feels like spinning five plates at once—while trying to add a sixth. For many small firm owners, the challenge is not a lack of opportunity, but a lack of time, structure, and...
May 13, 2026 | CRM
Is your prospect sniffing around or serious? How can you use your sales funnel to find out? What is a Sales Funnel? The sales funnel is a core element in sales, whether on paper, in a CRM, or in your brain. Take buyers from first awareness to purchase, and match your...
Apr 29, 2026 | CRM
For David Jones, owner of DJ Business Consulting (DJ), a firm with six, three in sales, the decision to implement a CRM wasn’t taken lightly. David was pressured by managing client service, marketing, and sales. Growth was steady yet David saw weaknesses:...
Apr 13, 2026 | CRM
Small businesses live and die by their ability to turn leads into paying clients. A single lost client, delayed proposal, or missed follow-up can create cashflow losses. Meridian Engineering Meridian Engineering, a nine-person firm, faced the classic sales problem:...
