Sep 8, 2021 | CRM, Follow Up Fatigue, Uncategorized
All tasks have one thing in common. They need to get done. This is especially true for businesses because an incomplete task can result in a lost sale or customer. In fact, most of our tasks are related to customers including follow up with an inquiry, updating...
Aug 31, 2021 | CRM, Follow Up Fatigue, Uncategorized
We live in a world where business cards are no longer the norm. When we connect with people, we connect through contact forms, email, texting, online chat files, chatbots, and LinkedIn. Every channel is great for connecting with prospects, potential business partners,...
Aug 24, 2021 | CRM, CRM dashboard, Uncategorized
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 follow-up fatigue, and cause you to...
Aug 17, 2021 | CRM Implementation, Follow Up Fatigue, Uncategorized
When something is not built or implemented correctly, it causes unnecessary stress for the end-user. It could be a vehicle with faulty mechanics, a website with outdated code, or a house that was built using shortcuts. A CRM is no different. When the implementation is...
Aug 9, 2021 | CRM Implementation, Uncategorized
As business owners we are always considering software, whether it is new or just an upgrade. We find something that we believe will help our business grow, so we jump on board. We get excited. We get everyone else in our business excited. Shortly after the...
Aug 3, 2021 | CRM, CRM Implementation, Uncategorized
When we hire a new employee – salesperson, administrative assistant, marketing strategist, or accountant – it is our desire as business owners that they become internal brand advocates. Internal brand advocates are excited about their jobs and the products they sell....
