CRM & Sales Tools
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CallProof Help Videos: Get FAQs Answered and Learn Quickly
Need help with CallProof? Look no further! Our CallProof Academy offers help videos designed to answer all your FAQs and guide you through using CallProof on both web and mobile. Why Use CallProof Help Videos? Easy to Follow: Our videos are designed to be simple and easy to follow. You’ll find step-by-step instructions that walk […]
Re-engage with Customers: How to Use CallProof Reporting to Find Accounts Needing Attention
Are you looking to reconnect with customers who haven’t heard from you in a while? Re-engaging with past clients can boost your business and strengthen relationships. CallProof makes it easy to identify accounts that need some love. Here’s how you can use CallProof reporting to find those clients: Step-by-Step Guide to Running CallProof Reports: 1. […]
CallProof Voice
Common scenario: Your sales reps are using their own phone number to make business calls, and they are being bombarded by customers calling them in their free time, or there is no way you can have access to your reps’ performance in their calls. CallProof Voice is here to solve this problem. It provides a […]
When BYOD Goes BAD
BYOD (bring your own device) has been a major industry buzzword lately. Companies and government agencies are now giving employees the option to use their own device for work purposes or in some cases requiring it. In many situations this is a very cost effective way to manage expenses and keep employees happy. However, there […]
The Top 3 Sales Department Activities To Track For Success
If you put forth the effort, sales will come. That’s what a typical sales manager wants to prove to his sales team. The only way to prove it is to come up with actual sales numbers and the total revenue brought in by each salesperson’s initial contact. That can be done by measuring the amount […]
How To Automate Your Sales Activity Tracking System
Sometimes people misunderstand the point of a sales activity tracking system. They usually think that a sales activity tracking system tracks the number of products sold over the course of a certain time period. A good sales activity tracking system should track a salesperson’s connections made with customers or prospects. It indicates whether or not […]
How To Implement an Effective Cold Calling Strategy For Your Salespeople
Let’s face it. Cold calling is not fun. It’s uncomfortable. It’s nerve-racking. It’s very intimidating. It’s something no salesperson looks forward to doing. Have you ever picked up the phone only to listen to a stranger rattling off a script in a futile attempt to sell you something? Did it captivate your attention, or did […]
Does Your CRM Need a Reset? Part 3: Scorecards
Part three of our reset series is about Scorecards. Previously, we’ve identified companies in the database that are clients, prospects and possible win back opportunities. Then we figured out what data our salespeople should collect to help the whole organization run smarter. Read Part 1: Crashing the Data, Part 2: Leveraging the Data Last […]
Does Your CRM Need a Reset? Part 2: Leveraging the Data
Get ready for part two of ‘Does Your CRM Need a Reset?’! In the first post, I identified businesses that are in your database that need to be reclassified. If the data isn’t setup right, the salespeople will not find value in the CRM. Read Part 1: Crashing the Data They will not use […]
Does Your CRM Need a Reset? Part 1: Crashing the Data
https://www.youtube.com/watch?v=8Wd3z2MlIvM If you have a CRM and it’s been a while since you set it all up, it’s probably set up wrong. Your business has changed, your business has evolved and the data you have in there is frankly old. It may mean that it’s time for a complete reset. Well, just like anything, […]