May 19, 2020 | CRM, Sales, Uncategorized
[vc_row][vc_column][vc_column_text]Before we jump into CRM data segmentation, let’s imagine buying a house with a 2-car garage. We are so excited that we have a garage and think of all the things we will be able to do. We will be able to park our car and bicycle,...
Mar 31, 2020 | Case Study, CRM, Uncategorized
[vc_row][vc_column][vc_column_text]For non-profits, engaging with your constituents and funding sources is a persistent challenge especially at times like today where physical distancing is required. Knowing about member involvement and what amounts donors have given...
Mar 24, 2020 | CRM, Sales, Uncategorized
[vc_row][vc_column][vc_column_text]At this very difficult time, nearly all of us are working from home. What can we do to build relationships with prospects, referrers, and clients? The new “normal” opens up many opportunities for relationship building. For many of...
Mar 3, 2020 | CRM, Marketing Campaign, Referral Network, Sales, Uncategorized
It is no secret that B2B companies like referrals. Referrals often make great customers because they are referred by great customers. We recently spoke about building referral sources that produce amazing leads. In this blog, we would like to share 5 ways that you can...
Oct 30, 2019 | CRM, Follow Up Fatigue, Sales, Uncategorized
[vc_row][vc_column][vc_column_text]Last week, we shared a common problem that many sales and marketing professionals experience, and that is Follow-Up Fatigue. We also shared a few ways to prevent Follow-Up Fatigue. This week, we dive a little deeper into the use of...
Sep 5, 2019 | CRM, Sales, Uncategorized
It is no surprise that technology is at our fingertips 24/7 and texting is the preferred method of communication. Here are a few statistics to blow your mind: There are 71 billion smartphone users worldwide The number of monthly texts sent has increased by more than...
