Mar 22, 2022 | CRM, Sales Funnel
What is the best way to track your opportunities and leads? Create a sales funnel with a set of stages that reflect your product and sales cycle and move prospects through to their conclusions. Win or lose, you will gain incredible insights about your marketing and...
Mar 8, 2022 | CRM, CRM Implementation
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...
Feb 22, 2022 | CRM, Marketing
Why do customers buy from you? They need something and you have the solution whether it is an insurance policy, a product for their home, or a service to improve quality of life. However, you are not the only one with the solution. You have competitors who offer the...
Feb 15, 2022 | CRM, CRM dashboard, Lead Source
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 with you. Common channels for lead...
Feb 8, 2022 | CRM, CRM Implementation, Trades
If you own a business in the trades such as plumbing, HVAC, and roofing among others, you need a CRM. This is a bold statement, but it is a true statement. Businesses in the trades need to attract and nurture customers. Attracting and nurturing customers is...
