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
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...
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...
Understand your Customer’s Problem so you can Personalize your Lead Generation Form
When do people shop for a product or service? It is when they have a problem no matter the size. For instance, they open the cupboard and see they are out of bread. That is a small problem and they go to a grocery store to buy more bread. On a larger scale, they...
Want to close more sales? Segmentation is the Answer
You want to reach more people and sell more with less effort. That is a fact. There are many channels you can use to reach more people. You can use social media, email, your website, and digital advertising to name a few. If you are creating general marketing for the...