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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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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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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A Sales Lead Management Process You Can Count On

Want a more profitable business? (Dumb question. Of course you do.) Whether you've been around for a while or are just starting up, every smart business owner wants to increase their sales. So what’s your lead tracking process? Too often, a quality system for tracking leads falls through the cracks — and so do potential customers. It’s tempting to take each lead individually and patchwork your responses based on what’s worked in the past. But that’s not the most effective…

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4 Ways to Increase Adoption of Your Sales CRM

The biggest problem with your CRM is that salespeople aren’t using it. And without salespeople on board, a CRM isn’t much help. If you’re ready to get the most from your CRM, here’s how to get your team on board. 1. Input Data in the System Without data, a CRM is useless. So, at CallProof, we launch our CRM with data already entered. We start by interviewing the management. We ask, “If I started working with you today, how many…

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The Salesperson’s Guide to Using Texting for Sales Prospecting

Did you know it took the US about seven years longer than Europe to catch onto texting? It gained momentum in Europe in 2001, and quickly became a popular alternative to calls. But in the US, text messaging didn’t take off until 2008. With the growing popularity of the smartphone, namely the iPhone, texting skyrocketed. Today, texting is the #1 used app on the smartphone worldwide. In fact, no one even thinks of it as an "app". It’s not a…

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The Value of Having ALL Sales CRM Data in One Place

Have you ever made a list, only to lose it before it was even used? It’s frustrating to take notes and keep track of information, only to misplace it later. But while it may be frustrating in some circumstances, it’s costly in others. Client information is one of the most valuable resources in business. If you misplace it or the right people can’t get to it, your business suffers. We want ALL client information in one spot. No matter who…

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