5 Great Ways to Build Revenue with Your CRM in the New Year
It is the end of the year which means you are probably getting ready for the holidays, and, perhaps, preparing your business goals for the new year. As you look forward to the new year, here are 5 great ways to build more revenue with less follow-up fatigue. Automate...
The Cost of a Disorganized Sales Team
Let’s say your salesperson is cultivating a new lead that could turn into a big contract. Unexpectedly, the salesperson has a family emergency and asks another salesperson to take over a scheduled call to close the sale. The other salesperson found some notes about...
What is the cost of misplaced prospect information?
It is 5 minutes before the zoom call with a new prospect who is seriously considering a service contract. It is time to grab the prospect’s information and log in to zoom, but where is the prospect’s information? The business owner remembers their name and remembers...
What is the cost of following bad leads?
As business owners, we need leads to generate new business. It doesn’t matter if you are B2B or B2C, you need leads to keep your business alive. There is a school of thought that many business owners adopt, and that is, just get me the lead and I’ll do the rest....
3 Ways to Build Lasting Customer Relationships in the Holiday Season and Beyond
As we publish this article, it is the middle of October. The trees are turning colors, the air is cooling, and we are starting to think about the holidays, family gatherings, and traditions. On a business level, we are thinking about holiday parties, client...
7 things to look for in CRM software for small business
Shopping for CRM software can be like shopping for a vehicle. When you look for a vehicle, you need to decide if you are looking for a sedan, SUV, or truck. Do you need all-wheel drive or front-wheel drive? Do you need extra safety features like lane-change indicators...
How to Introduce a New Product to your Customers with your CRM
In our last blog, we shared the story of Gerald Manes who owns a security system installation company called GMInstalls. From the time he implemented his company’s CRM, the quality of leads increased and the cycle to close a sale shortened. Gerald was happy and began...
Marketing and Sales Pain Points and How to Overcome them
Gerald Manes, known as GM, owns a security system installation company and employs 5 salespeople, 10 technicians, and 2 administrators. GM also oversees marketing and sales. Over 2 years ago, he decided to implement a CRM (customer relationship software). He was...
What are you doing after a lead becomes a customer?
As business owners and salespeople, we spend much of our time bringing in new business. It doesn’t matter if you are a B2C or B2B company, you have the same goal. You want to grow your business, so you use marketing strategies and your CRM to attract qualified leads....
How to be a better referral partner and get more quality referrals
How many times has someone asked us for a referral and we respond with “Yeah, I know someone. Let me see if I can find their contact information and get back to you.” More often than not, we forget about the request and never look for the contact information. As...
How to reach more customers like your best customers
In our previous article, we asked “What do you know about your best customers to help you attract like-minded customers?” We explored this question, because every business wants more customers like their best customers. The best way to examine the how’s, why’s, when’s...
What do you know about your best customers to help you attract like-minded customers?
Harvey Mackay says “Customers are the reason we open our doors every day and keep the machines humming all night long. Customers determine what we eat, where we live, whether we stay in business.” Mr. Mackay is right. Customers keep your business going which is why it...