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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How to Use a Sales Tracking App for Farm Equipment Sales

You’ve got to make hay while the sun’s shining if you want success in farm equipment sales. And if you’re in the business, you know how true that is. Farming is seasonal — which means selling to farmers is seasonal. If it’s harvest or planting time, you can kiss your chances of reaching clients (or prospects) goodbye. Too Much to Do, Too Little Time Selling to people who work seasonally leaves you with a limited time to reach all your…

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Why Pharmacy Reps Should Use a Sales Tracking App

Ever played the game "telephone"? You know how it goes — you give someone a message, and they pass it on down the line. Maybe they think they heard you clearly, but by the time the last person says it aloud, the message isn’t so clear anymore. Isn’t that how it is to be a pharmacy sales rep? Your job is giving someone a message they can clearly repeat to someone else. Maybe you thought you had a good conversation…

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Top 3 Sales Tracking Tips for HVAC Companies

Running a business can feel like a juggling routine. Your HVAC company is getting contracts with apartment complexes and commercial businesses all over town. But as your business grows, how do you balance sales, service, and support to keep it thriving? Troubleshooting HVAC companies have to be multi-faceted. Your sales team grows your client base, service technicians install and maintain the units, and your support team deals with customer satisfaction. When there are this many moving parts, something is bound…

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