Mar 23, 2021 | Referral Network, Uncategorized
Written notes. Note apps. Reminders. Chat files. Good ol’ spreadsheets. Names, phone numbers, and emails are everywhere. It is virtually impossible to keep it all organized. Capture that data in one central place, segment it by contact type (i.e., client, prospect,...
Mar 16, 2021 | Follow Up Fatigue, Referral Network, Uncategorized
If I were to ask you about your referral sources, could you tell me from where you receive your referrals? How about the number of leads from each source? What about the top referral sources? If you are not tracking and managing your referral sources, you could be...
Mar 9, 2021 | CRM, CRM Implementation, Customer Relationship, Customer's Journey, Uncategorized
Your CRM is a great tool to help you build relationships with prospects and customers. In past blogs, we have learned how to guide prospects through the Buyer’s Journey and to educate your buyer, and build loyalty from a new customer. Your CRM is much more than a...
Mar 2, 2021 | Buyer's Journey, CRM Implementation, Customer's Journey, Follow Up Fatigue, Uncategorized
When a prospect makes a purchase, whether it is a product or service, they leave the Buyer’s Journey and enter the Customer’s Journey. The Customer’s Journey is their relational experience with you, the business, after the purchase. The goal of this experience is to...
Feb 23, 2021 | Buyer's Journey, CRM Implementation, Uncategorized
[vc_row][vc_column][vc_column_text]In our previous blog, we shared the difference between the Buyer’s Journey and the Customer’s Journey. There is a misconception that they are one and the same, but this is not true. They are different. Therefore, it is important to...
Feb 16, 2021 | Buyer's Journey, CRM, CRM Implementation, Customer's Journey, Uncategorized
[vc_row][vc_column][vc_column_text]We have all heard the term, Buyer’s Journey. We have also heard the term, Customer’s Journey. Do they mean the same thing? If they are the same, do I pick a term and run with it? If they are not, which “journey” do I build my CRM’s...
