Nov 7, 2022 | CRM, Customer's Journey, Prospecting, X2CRM
It is 5 minutes before the zoom call with a new prospect who is seriously considering a service contract. It is time to grab the prospect’s information and log in to zoom, but where is the prospect’s information? The business owner remembers their name and remembers...
Apr 20, 2021 | CRM, Prospecting, Uncategorized
[vc_row][vc_column][vc_column_text]In our last article, we started with a story about Alice, a B2B business owner of a small HVAC company who services commercial properties. She used the data in her CRM to create the ideal prospect profile so she can be more effective...
Apr 13, 2021 | CRM, CRM Implementation, Prospecting, Uncategorized
[vc_row][vc_column][vc_column_text]This is a story about Alice, a business owner of a small HVAC installation and service company. She works primarily in the B2B space by servicing owners and managers of commercial properties including shopping centers, hospitals,...
