May 6, 2025 | CRM
Charlie Jones (CJ) owns Civil Engineers Inc (CEI), with 3 salespeople and 7 engineers. CJ is involved in marketing, sales, client services, and administration. As CEI grew, it outgrew its ability to manage marketing and sales. As CJ said, “We did lead...
Apr 22, 2025 | CRM
Imagine the great feeling when sales are growing. Think about when sales stop growing. What causes both? Lead Generation and Lead Management Lead Generation captures the interest of potential customers (leads) at the top of the sales funnel. Its focus is quantity....
Apr 9, 2025 | CRM
Whether you are a retailer, distributor, contractor, or service provider, building your sales pipeline, managing service delivery, and retaining customers are your goals. How can you use your CRM and AI to support these goals? Sales Pipeline, Delivery, Retention...
Mar 19, 2025 | CRM
GETTING TO KNOW YOU “Getting to know you, getting to know all about you.” Those lyrics from “The King and I”, by Rodgers and Hammerstein, describe Anna’s need to understand and connect with the children she’d been hired to teach. Getting to...
Mar 11, 2025 | CRM
Synergy Solutions, a 10 person consulting firm, faced its greatest challenge. Marketing and sales didn’t talk and Sarah Thompson, the owner, felt the discord threatening to tear apart her company. The Brewing Storm Tension had built for months. Sarah’s sales...
