Why a CRM Implementation Can Fail

Why a CRM Implementation Can Fail

Many businesses see the need for a CRM to manage their sales and marketing. However, choosing the best CRM can be overwhelming. In two previous articles, we talk about choosing a CRM to fit your business needs and 3 non-negotiables when shopping for a CRM. When you...

3 Non-Negotiables When Shopping for a CRM

3 Non-Negotiables When Shopping for a CRM

In our last article, “How to choose a CRM that fits your business needs”, we ask 4 questions to help you choose a CRM based on your business needs. The four questions are: Do I need help managing tasks? Do I need help tracking leads? Do I need help communicating with...

How to choose a CRM that fits your business needs

How to choose a CRM that fits your business needs

A CRM is essential for any business that wants to grow. If a business does not know what they need in a CRM, the business usually experiences Follow Up Fatigue and operates in a reactive mode. To put it another way, businesses create more work with fewer results when...

Date-based triggers: a remedy for Follow Up Fatigue

Date-based triggers: a remedy for Follow Up Fatigue

[vc_row][vc_column][vc_column_text]How many times did you lay in bed only to remember that you forgot to complete a follow-up task? Forgetfulness is a big symptom of Follow Up Fatigue. You have every intention of following up, but as a business owner or salesperson,...

3 Ways to Build your Referrals in 2022

3 Ways to Build your Referrals in 2022

According to Review42, 92% of consumers trust referrals from people they know. These statistics speak to the importance of building referrals as a valuable source of business. We have written several articles to help build your referral network. Growing your business...

4 Big Benefits when CCC is your X2CRM partner

4 Big Benefits when CCC is your X2CRM partner

[vc_row][vc_column][vc_column_text]Many companies look at the new year as the time to re-evaluate and set business goals. We look at the data from the previous year and make adjustments to reach our goals. This may include hiring new employees, revising business...

Manage your new hire onboarding using your CRM

Manage your new hire onboarding using your CRM

[vc_row][vc_column][vc_column_text]Whenever someone starts a new job whether as a salesperson, technician, or administrator, they need to be onboarded. Onboarding is essential because it lays the foundation for the following: Ensure all paperwork is completed An...