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What are my best lead sources and how do I track them?

What are my best lead sources and how do I track them?

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...
Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation

Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation

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...
Use key reports to see your business pipeline and production in one place

Use key reports to see your business pipeline and production in one place

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...
4 Ways to Prevent and Minimize Sales Pain Points with a CRM

4 Ways to Prevent and Minimize Sales Pain Points with a CRM

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...
Increase Sales and Reduce Follow Up Fatigue Using Your CRM Dashboard

Increase Sales and Reduce Follow Up Fatigue Using Your CRM Dashboard

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...
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