Feb 15, 2022 | CRM, CRM dashboard, Lead Source
[vc_row][vc_column][vc_column_text]In business, there is a term that is often used. The term is a lead source. We hear the term, and we know that it is important, but what is it? A lead source is an original source where a customer takes their first action to engage...
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...
Aug 24, 2021 | CRM, CRM dashboard, Uncategorized
[vc_row][vc_column][vc_column_text]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...
Mar 29, 2021 | CRM, CRM dashboard, CRM Implementation, Sales, Sales Manager, Uncategorized
[vc_row][vc_column][vc_column_text]What do you use to track your prospects, communicate about a prospect’s status change and manage your day-to-day tasks? How do you feel when your salespeople don’t update you about a lead’s probability? We all experience obstacles...
Dec 8, 2020 | CRM, CRM dashboard, CRM Implementation, Follow Up Fatigue, Uncategorized
[vc_row][vc_column][vc_column_text]We all seek to increase sales or, in some cases, to increase donations and memberships. If this is your goal, then what you measure will determine your level of success. When you look at what drives your success, you are likely to...
