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...
Feb 27, 2025 | CRM
What excites your prospects? In business and socially, people like to talk about what excites them. When you know where your prospect’s interests lie, you will make the sale or discard the prospect. When the prospect tells you what is exciting, you can tailor your...
Jan 30, 2025 | CRM
Sarah owns Green Home Inc. (GHI), a wholesaler and online retailer of eco-friendly home goods. With 10 employees (five in sales), GHI’s marketing and sales functions were disorganized. Sarah watched her sales team follow up inconsistently, waste time on unqualified...