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Tis the Season to Segment Your Holiday Email Messages

Tis the Season to Segment Your Holiday Email Messages

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...

Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation

Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation

Oct 26, 2021 | Branding, CRM, CRM dashboard, Uncategorized

In the last two articles, we shared ways you can use your CRM to manage your brand message and your brand assets. A consistent brand message and up-to-date assets are key factors in company growth and customer loyalty. As important as the first two are, there is a...

Part Two – 3 Ways to Use your CRM to Manage and Strengthen Your Brand

Part Two – 3 Ways to Use your CRM to Manage and Strengthen Your Brand

Oct 19, 2021 | Branding, CRM, Uncategorized

Managing your brand from reputation to assets can be challenging, especially when you are a business owner and you do not have a dedicated brand manager. In our last article, we talked about the challenges and introduced the first way you can manage your brand with...

Part One –  3 Ways to Use your CRM to Manage and Strengthen Your Brand

Part One – 3 Ways to Use your CRM to Manage and Strengthen Your Brand

Oct 12, 2021 | Branding, CRM Implementation, Uncategorized

If you have a CRM, there is a good chance that you use it for marketing management. Attracting new customers and nurturing existing customers is your focus and common strategies include email campaigns, newsletters, and lead generation forms. Each serves a different...

My Customer Acquisition Costs are too High! What can I do to Lower CAC?

My Customer Acquisition Costs are too High! What can I do to Lower CAC?

Oct 5, 2021 | CRM, Customer Acquisition Costs

Whether you are a B2B or B2C business, you need customers to make your business profitable. B2B and B2C businesses may acquire and nurture differently, however, both have Customer Acquisition Costs (CAC). What is CAC? CAC is the cost of acquiring a new customer. Costs...

Why are my customers one-time buyers? How can I change this?

Why are my customers one-time buyers? How can I change this?

Sep 28, 2021 | CRM Implementation, Customer Relationship, Customer's Journey, Uncategorized

If you do a Google search on attracting new customers, you will find article after article with strategies to do so. Strategies can include lead-generation landing pages and contact forms on your website or email drip campaigns to nurture them from consideration to...

Use your CRM to answer prospect questions before they ask

Use your CRM to answer prospect questions before they ask

Sep 20, 2021 | Buyer's Journey, CRM, Uncategorized

Why do people contact you? They contact you because you offer a solution to their need. Your solution could be an insurance policy, lawn care maintenance, accounting services, or supplying materials like metal or wood. Whatever it is, your website, emails, or...

The Greatest Time Waster in Business is Following up with the Wrong People

The Greatest Time Waster in Business is Following up with the Wrong People

Sep 14, 2021 | CRM, Follow Up Fatigue, Uncategorized

Benjamin Franklin wrote, “Remember that time is money.”, in his essay, Advice to a Young Tradesman. Although he was referring to sitting laziness, this aphorism is also true in sales. When you are following up with sales leads, time is money. If you close a sale, the...

My Tasks and Follow Up are out of Control – What can I do?

My Tasks and Follow Up are out of Control – What can I do?

Sep 8, 2021 | CRM, Follow Up Fatigue, Uncategorized

All tasks have one thing in common. They need to get done. This is especially true for businesses because an incomplete task can result in a lost sale or customer. In fact, most of our tasks are related to customers including follow up with an inquiry, updating...

Help – I Have Too Many Lists of Contacts and Tasks – I need to Centralize My Data

Help – I Have Too Many Lists of Contacts and Tasks – I need to Centralize My Data

Aug 31, 2021 | CRM, Follow Up Fatigue, Uncategorized

We live in a world where business cards are no longer the norm. When we connect with people, we connect through contact forms, email, texting, online chat files, chatbots, and LinkedIn. Every channel is great for connecting with prospects, potential business partners,...

Use key reports to see your business pipeline and production in one place

Use key reports to see your business pipeline and production in one place

Aug 24, 2021 | CRM, CRM dashboard, Uncategorized

In sales and marketing, reports are crucial. Key reports help you sell smarter, identify issues, and monitor your business goals. Without reports, you are making assumptions. Assumptions can lead you down the wrong path, increase follow-up fatigue, and cause you to...

3 Ways to Eliminate Follow Up Fatigue with a Proper CRM Implementation

3 Ways to Eliminate Follow Up Fatigue with a Proper CRM Implementation

Aug 17, 2021 | CRM Implementation, Follow Up Fatigue, Uncategorized

When something is not built or implemented correctly, it causes unnecessary stress for the end-user. It could be a vehicle with faulty mechanics, a website with outdated code, or a house that was built using shortcuts. A CRM is no different. When the implementation is...

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