CRM & Sales Tools
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Why have Asynchronous Communication Inside a CRM?
The best way for humans to talk together is through face to face communication. The problem that exists in our world is constant distractions. Many of you are taking calls all day long. It’s tough to run a business and be successful if your attention span is about 30 seconds, and if you’re constantly […]
Time for a Database Clean-Up: A How-To and a Why-You-Should
So, sales are stagnate and your team needs a refresher… The easiest way to right your ship is to clean up your database. Look at your current clients and make sure that you have a rep calling on those customers. If not, ask your rep if they want the client or if you should give […]
How to Sell More by Simplifying Your Sales Reports
Every day in sales offices all over the world, great crimes against professionalism are being committed. Salespeople and sales managers are not opening sales reports, usually because they’re poorly formatted, not digestible or being sent by the all-too-dismissible method of e-mail. This situation is costing you money every month. Let’s consider why we’re making these […]
What Can A CRM Do For Your Field Sales Team?
A CRM (customer relationship management) platform automates the tracking and management of your field sales team. In other words, you can scale your sales growth by keeping the team on the same page and not worrying about reporting. Finding the right CRM for your field sales team will become an invaluable tool to your sales […]
3 Steps to Success: How to Transition Your Team to a New CRM
We’re going to start off this article by pre-emptively saying “you’re welcome”, because by the end, you’ll be thanking us. Whether you’re deploying a new sales software, or any other major shift such as accounting software or even office location, the transition is not as simple as it seems. There’s a meta-game to be played […]
Why Automation is Crucial in Field Sales Reporting
A note on recording calls Call recording laws vary by state. Some states require only one party to consent, and roughly a dozen require every party on the call to consent before you record. Which rule applies usually depends on where the people on the call are, not where your company is, so a team […]
How To Track Leads from Incoming Calls in Your Sales Process
A note on recording calls Call recording laws vary by state. Some states require only one party to consent, and roughly a dozen require every party on the call to consent before you record. Which rule applies usually depends on where the people on the call are, not where your company is, so a team […]
The Biggest Business Benefits of Sales CRM Software
The days of manually churning out reports and doing data entry are rapidly coming to an end. By using automated tracking and management tools, sales teams can use the majority of their time for their clients and build better relationships with them. But what exactly is CRM, and how does it help outside salespeople and […]
Difference between Inside Sales CRM vs Field Sales CRM
You need to pick the right solution for your business. Most tools on the market are designed for sales staff who are in front of their computer. If you have a field sales team who are road warriors you need a different solution.
The Case for Sales Activity Tracking Software
Real-time sales activity tracking software is a must when running an outside sales team. Great sales managers leverage data to help them understand how to manage their team. Leveraging the data to tell you who is on track and who is off-track helps leaders hold accountability conversations as well as finding those who are lost and need more direction.