Small business owners know that the most important thing is to make decisions based on data. It’s not enough to go with your gut to understand how your business is performing; you need hard evidence.
Whenever I work with teams on their CRM challenges, I hear the same things. Customer data lives in too many places, everyone is switching between multiple systems, forecasting isn’t as reliable as it should be, and teams are expected to respond faster with fewer resources. I know how frustrating that can feel because these issues...
Remember the last time you were actually surprised by a delightful experience from a customer service team? Maybe you ordered your favorite pizza online, only to find the restaurant didn’t have it in stock anymore. Instead of issuing a refund, the customer care representative had the pizza delivered right to your doorstep from another location....
The central goal of all salespeople is to close more deals and acquire more profitable business. To that end, it is essential to manage your sales opportunities in the best way to achieve the desired result. Tracking your sales efforts is a necessary step in the overall process. What are some sales tracking techniques that...
When you think about your CRM software and how it relates to your sales process, you likely immediately think of how your sales staff uses contact management features. Or maybe you think about how CRM automates certain functions of the sales process, easing the load of your sales staff. But how can CRM software be...
No one likes confusing business jargon. But sometimes, when you are new to something (particularly with business software), it is inevitable. Understanding CRM terminology is easy if you work with CRM software every day, but many clients and businesses are new to CRM systems so it can quickly get overwhelming and confusing.
Choosing the right CRM for your business can be a tricky task. There are several things to consider, including the features you’ll need, how much it will cost, whether it will work with your existing software, and much more.
There is a simple resource we’d all love to have more of: time. Especially in business environments, it’s a precious commodity that can be a difference maker in making sure that you can run your business, attract customers, and keep your employees engaged.
As a small business owner or manager, you only have limited funds available to market your products. And too often, small businesses like yours choose to invest in more immediate promotional opportunities, thinking that they are better served to get the word out about a current promotion or new product than spending it on something...