To get referrals, give referrals

To get referrals, give referrals

Referrals are a great lead source. We have shared ways to build on referral sources. If you would like to read those articles, we have them listed below: 3 Ways to Build your Referrals in 2022 Build your Referral Sources and Reduce Follow Up Fatigue 4 Ways to Show...

4 Reasons X2CRM is Great for Small Businesses

4 Reasons X2CRM is Great for Small Businesses

What happens if you do not respond to a prospect and customer in a timely manner? The prospect and customer may look to someone else to meet their need. What happens if you do not tailor your communication to their need? Same thing. They will go to someone who tailors...

Two Ways to Analyze Your CRM Data with Excel

Two Ways to Analyze Your CRM Data with Excel

Businesses use CRM software to manage, nurture, and grow customer relationships. Businesses can also use their CRM for internal processes and project management. CRMs have robust tools for automation, segmentation, email, and reporting. However, there are times when...

How to create custom funnels for better tracking

How to create custom funnels for better tracking

What do you need to track in your business? Many businesses use custom funnels to track prospects. Yet, the same funnel can be used to track production stages, recruiting efforts, and client activity. In each case, you can see the stage of completion of a project, or...

I have too many productivity apps so what can I do?

I have too many productivity apps so what can I do?

We live in a technology age where there is an app for everything. There are apps for to-do lists, scheduling, notes, connecting with your team, project management, email marketing, forms and surveys, document signing, and workflows. These are just a few reasons why...

Set Up Your CRM for Success to Avoid Hurting Your Business

Set Up Your CRM for Success to Avoid Hurting Your Business

Customer relationship management is a process for businesses to manage and interact with prospects and customers. Most people in the business refer to it as CRM, and, even more commonly, refer to the software they are using to manage their customer data. There are...

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