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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How Your Sales Team Can Get Ahead During Seasonal Downtimes

If done right, seasonal downtime for a sales team can be one of the most profitable prep periods of the year.Do you want to improve your sales or do want to spend time making excuses about why a quiet period isn’t good for business? It can be a godsend. Here are five tips to make sure you don’t miss out.1. Clean out Your CRMWhen things start to pick up again, how much more money do you think you’ll make if…

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Treat Your Sales Energy Like A Lawnmower

Sales is sort of like mowing the grass. Sometimes it’s hard to get the lawnmower started. But once that spark ignites, the engine is running and it’s a success. The following tips will show you how to get your sales engine started and how to keep it running.

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How to Double Your CRM Adoption Rate

"You'll lose your job if you don't use the CRM." That should work, right? Surely your salespeople will get on board if their jobs depend on it. Not exactly. Even when people's jobs are on the line, only 40-60% of sales reps are using their CRM — leaving your company with inaccurate data, stunted growth, and extra work. And if you only have half the data, you have nothing. How Data Drives Growth When you're trying to grow your business,…

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How Medical Equipment Salespeople Can Leverage Their Sales CRM

Who doesn’t love a good lunch with friends? And if you can expense that lunch and have the potential for sales, that’s even better, right? People who sell medical equipment know this first-hand – their success is based on a series of touches. Doctors don’t come in and say, “Oh yeah, I need a portable ultrasound machine!” (In fact, their ultrasound machine could be on fire and they likely still wouldn’t admit they need it!) Doctors only see vendors during “lunch-and-learn” types…

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How Is Your Field CRM Sorted?

We’re brainwashed to sort lists by letter and number. It’s like once we start singing our ABCs, we think that’s the best way to arrange everything. Unless there’s a number. Then we can’t help but put lists in sequence. But chances are your customer relationship management system has your clients listed by name or by number. Why? Seriously. Why?! Are the A's your best clients? Does their phone number or account number make them easier to call? No. So why…

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A Complete Guide to Sales CRM Implementation

You have a problem. And you need help. No, not as a person — with your CRM. Here’s what you don’t want to do — try to set up your own CRM. It’s the first time you’re working with the system and it’s the only time you’ll ever need to do it. Instead, use a company that offers a CRM implementation plan. You want an expert in the CRM implementation process to do it for you and then provide the…

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4 Ways Auto Glass Salesmen Can Make Their CRM Work Harder for Them

In the auto glass industry, you can’t create sales. You can’t increase sales by closing deals. Unless you go out and smash windshields, you can't generate a problem to solve. You’ve got to wait for something to happen. The waiting game can be hard. After all, in auto glass sales, success depends on how well you can sell to professional sources, like auto shops and insurance agents. And it’s tough to make the top of their list. Maybe you have…

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4 Mobile CRM Advantages Your Sales Team Will Love

Mobile phone use is no longer new or progressive. It’s expected. 99% of people old enough to work, own a cellphone. And 90% of those devices are smartphones. There are even more mobile devices in the world than people. So why not add an app to the device everyone has in their pocket? If you’re not using a mobile CRM for your sales team, it’s time to start. Keeps Your Sales Info in One Place A mobile CRM keeps all…

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How to Implement A CRM With Your Sales Team

Productive. In a word, that was my weekend. I cleaned out the car, re-organized the garage, and even fixed a few things around the house. But there was a problem. I never did the one task I needed to get done. Why? I was avoiding it. And, in an unconscious effort to delay getting to it, I kept finding “better things” to do. Have you ever done this? There was some dreaded task looming over your head, so you worked…

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