Jul 29, 2026 | CRM
What is your opening line when you meet a new person when networking (whether in person or online)? What do you say first? Is That Important? Imagine this scenario. You are networking and an individual dominates your airtime and does not ask about you. What is your...
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:...
