CallProof Archives

Customize Opportunity Stages in CallProof

Sales opportunities typically go through several stages, from the initial contact to the final decision. Customizing these stages to fit your business is essential for staying organized and ensuring no opportunity slips through the cracks. CallProof allows you to customize opportunity stages in CallProof, so you can track each sales process with precision. Common Sales StagesMost sales processes include the following stages: Lead Generation: Finding potential clients. Initial Contact: Reaching out to leads. Qualification: Assessing if the lead is a…

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September 20, 2024

Sales Tips

What is CRM? How CallProof Does It Best

In today’s competitive business world, managing customer relationships efficiently is essential. That’s where Customer Relationship Management (CRM) systems come in. But what exactly is a CRM, and how does CallProof make it better, especially for field sales teams? What is CRM? A CRM is software that helps businesses organize interactions with current and potential customers. It simplifies your sales process by tracking customer information, managing leads, and making sure you don’t miss out on important opportunities. Key Functions of a…

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September 6, 2024

Sales Tips

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 you through each feature. Accessible Anytime: Access our videos anytime, anywhere. Whether you're in the office or on the go, you can get the help…

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August 26, 2024

Sales Tips

Verbal vs Text Communication: The Impact of Tone and the Benefits of Async Communication

Communication is key in any business, but did you know that the way you communicate can make a big difference? Whether you’re talking on the phone or sending a text, your tone can change everything. Let’s explore the impact of verbal versus text communication and how asynchronous (async) communication can help prevent misunderstandings. Verbal Communication: Tone of Voice: When speaking, your tone of voice conveys emotions and intentions that words alone can’t express. A friendly tone can build rapport, while…

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August 14, 2024

Customer Service

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. Log In to CallProof: Start by logging into your CallProof account. If you don't have one yet, sign up on our website. 2. Navigate to…

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August 7, 2024

Sales Tips

Elevate Your Sales with the Power of Love

The energy you bring into your sales conversations can make all the difference. Harnessing the power of love in your interactions is a transformative approach that can elevate your sales practice. Imagine entering each conversation not just with a sales pitch but with genuine warmth and connection.In my case, I replay a mental movie of playing in the pool with my boys when my oldest was eight and my youngest was five. We were splashing around, pretending to be on…

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June 19, 2024

Sales Tips

I Closed One of My Biggest Deals at a Gas Station with my Greyhound

Years ago, I had a prospect I just could not get in touch with. I’d tried everything but couldn’t get a meeting with him. One day, out of nowhere, I spotted him while walking my miniature greyhound, Sebastian. He was with his two little girls, and willing to do whatever it took to get the sale, I busted out the puppy trick. The perfect excuse to get front and center. They were going into a gas station, so I happened…

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December 30, 2022

Sales Tips

How to Survive the Holiday Party with Your Dignity Intact

We all look forward to the end-of-year Christmas party. Especially if it’s been a great year with smashed targets. But, as fun as these parties are, they’re a total minefield of potential embarrassments that can evaporate your integrity faster than you can say “flaming Sambuca”. Here are our top tips to make sure that doesn’t happen to you this year.Take a Pre-party Poop…Okay, let’s get the nasty stuff out of the way first. It’s important you empty your bowels before…

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December 28, 2022

Sales Tips

9 Things I Wish I Knew When I Started in Sales

To say I was “green” when I started in sales is a huge understatement. Straight out of college, I answered a classified ad for a position selling phones door-to-door. My only condition for taking the job was whether or not the company paid for training. I was that broke. I couldn’t go through a week of training without making money. As an introvert, my first day on the job -- and many days after -- was a nightmare. Many people…

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December 23, 2022

Management Tips

Before You Think About Hiring a Salesperson, Ask These Questions

Business owners often wear multiple hats selling product, managing accounts, and running the numbers. Hiring a salesperson can help take your business to the next level and allow you to pass on some of those responsibilities. But before you hire a new employee, you need to do two things: consider whether you really need the sales rep, and then think about streamlining the process. Ask yourself these questions before you add a new sales rep, and ensure positive growth and…

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December 17, 2022