crm software

Sales Emails: Stop Expecting Your Salespeople to be Copywriters

Sales Email or marketing

Sales Email: Are your salespeople copywriters? Chances are, they’re not. Although sales jobs require a fair amount of copywriting, most sales reps are hired for their ability to persuade people verbally. Yet times have changed. With online marketplaces booming, digital marketing and sales have become the norm. And while Internet shopping is more convenient for … Continue reading

Convincing Your Boss You Need CRM Software: Questions to Ask

boss-employee-working

Customer Relationship Management software should become an essential tool in establishing better communication with your staff and customers. You’ll find that many companies use these now, though you’ve perhaps waited to invest. As a business manager, you may know how much CRM software could help your company, yet haven’t convinced your boss to commit to … Continue reading

Retail vs. Wholesale Mortgage CRM Systems

business crm touchscreen

Retail and wholesale mortgage brokers are in the same industry, so it would stand to reason that their needs would be similar. In fact, the needs of these two groups are quite different. Most CRM systems are designed for retail mortgage brokers. It emphasizes loan submission and processing in service of individual clients. Wholesale mortgage … Continue reading

Eight Signs It Is Time to Replace Your CRM Software

man-customer-service

CRM software is a great business tool. It allows your staff to be up-to-date on all customer information, it measures your sales activities in real-time, it measures the return on investment of your marketing and ad campaigns, it helps your sales team stay focused on good sales opportunities, and it does so much more. That is … Continue reading

Road Map to CRM Success

CRM Success Road Map

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

5 Business Disasters & How CRM and Cloud Computing Can Rescue You

CRM software helps overcome business disasters

CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters.   If it hasn’t happened to your business yet, just wait… it will!  No matter how hard we try to avoid it, life happens and it’s not always good. There are a few things that can happen to … Continue reading

Hiring Sales People and Ensuring Their Success

Hiring Sales People - Help Wanted

Are you hiring sales people? Are you nervous about how to on-board them and teach them the processes that lead to success? Has your company’s past sales training process consisted mainly of a few days of product training and a list of potential customers and a pat on the back? Have you decided it’s time … Continue reading

Old Pros Teach New Inside Sales Team New Tricks

inside sales team build relationships

Are you building your inside sales team? You’re not alone, across industries and markets, new inside sales teams are growing and outside teams are shrinking or accepting completely new roles. Undoubtedly, there is some friction between the old pros, the traditional outside sales people, and the new inside team and their management.  After all, the … Continue reading

Manage Accounting Information in CRM Software

Using Accounting Info in CRM Software

If you’re using custom or uncommon Accounting Software, having access to Accounting Information in CRM software can be difficult. Giving sales and customer service staff access to credit limits, credit balance, YTD sales and other information typically only available in your accounting system provides a better customer experience and reduces errors, canceled orders and wasted … Continue reading

Why is my CRM Project Stalled?

CRM Project Stalled

In 25 years of helping sales teams implement CRM solutions, I’ve learned there are two main reasons that CRM projects get stalled.  And believe it or not, that is happening to a LOT of businesses! As a CRM vendor, we’ve studied the reasons that deals don’t close and by an overwhelming majority, the primary reason … Continue reading

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