Fred and Mary: Manage a project well and you will sleep well
[vc_row][vc_column][vc_column_text]As we continue to follow the story of Fred and Mary, we see a common thread. Fred and FBoss are set in their ways. They do not think there is any reason to adopt new technology and think using spreadsheets is the best way to track...
Our Sales Saga of Mary and Fred – To Be or Not to Be a Dinosaur
[vc_row][vc_column][vc_column_text]In our previous blog, A Tale of Two Salespeople, we met Fred and Mary who are both in sales for software-as-a-service (saas) companies. Fred uses spreadsheets to manage leads and contacts. Mary researched CRMs and now uses a CRM to...
A Tale of Two Salespeople
[vc_row][vc_column][vc_column_text]It was the best of sales; it was the worst of sales. As salespeople, we have experienced both extremes. We want to tell you a tale that is common in any industry that involves inside sales. This tale involves two salespeople, Fred...
I wish my sales manager would leave me alone!
[vc_row][vc_column][vc_column_text]In our last blog, we shared a story about a sales manager who needed to learn how to adapt to remote management. We shared recommendations based on that scenario to help sales managers who have had to transition from in-person sales...
How to Adapt to Remote Management Successfully as a Sales Manager
[vc_row][vc_column][vc_column_text]Last week, we shared a story to illustrate how you can find opportunities and use your CRM to capitalize on those opportunities. This week, we want to share another story that is more common than we would like to admit. This story...
See the Opportunity and Use Your CRM to Make it Happen
[vc_row][vc_column][vc_column_text]Opportunities are all around us. The question is, are we aware of our surroundings to notice the opportunities? To help you understand what we mean, we would like to tell you a story. There is a roofer and his name is Ronnie. Ronnie...
6 Things You Cannot Do with a Spreadsheet
[vc_row][vc_column][vc_column_text]Many of us love spreadsheets because they are a great way to manage tabular data like fiscal year projections. However, over the course of time, many people started to adopt spreadsheets as the solution to manage their contact...
Spreadsheet vs. Database: Where should I save my contacts’ information?
Spreadsheets and databases have been around a very long time and both are used to maintain contacts and store records. The question is which one is better. While some of the terms that are used may be interchangeable, spreadsheets and databases are not the same. A...
4 Questions to Ask Yourself About Your CRM Security?
[vc_row][vc_column][vc_column_text]News about data breaches is becoming more and more common. Recently, we have seen data breaches with an Illinois unemployment system and IT managed services giant, Cognizant. The bigger companies make the news, but the fact is,...
What should you look for in a CRM?
[vc_row][vc_column][vc_column_text]In the age of technology, we can become overwhelmed with all the options. If you are thinking about creating a website, you can choose Wordpress, Squarespace, Wix, and Drupal, to name a few. If you are looking for an email marketing...
Learn How Your CRM Unlocks Vital Information for Organizational Growth
[vc_row][vc_column][vc_column_text]There is a myth that we sometimes here in networking groups and conversations. The myth is that a CRM is for salespeople only. This is only a myth. Why? The CRM is for salespeople, but it also for banks, health services, government...
Using Your CRM Dashboard to Track Your Goals
[vc_row][vc_column][vc_column_text]Key Performance Indicators (KPIs) are an important part of tracking lead attraction and conversions. If you are unsure what a KPI is, you can read about our blog on using your CRM to measure your KPIs. When we have KPIs defined, we...