Sales
5 Timesavers for Sales and Fundraising Teams
Why You Should Think about Reach for Zendesk Sell and SugarCRM Hint According to McKinsey & Company, a trusted advisor and counselor to many of
July 2, 2021 No Comments
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CRM
10 Reasons why you need a CRM
Yes, it’s another 10 reasons why you need a CRM. This time I wanted to focus on pain points that you are probably experiencing in
October 2, 2017 No Comments
Marketing
Simple Lead Management Process
Building a lead management process can either be a very complex process or a simple process. If you’re a small business, I would venture to
February 6, 2017 No Comments
CRM
Why it’s important to plan your CRM implementation
Is a Technology Business Assessment important?  Do I really need one before planning and implementing my CRM?  The short answer is, YES. You must plan your
July 22, 2016 No Comments
CRM
The Dos and Don’ts of Choosing the Right CRM System
An excerpt from Dan Leubitz’s article in QIR4 2015. Dan analyzes in detail all the relevant factors to consider when choosing a CRM, and examines
February 29, 2016 No Comments
CRM
Canadian Small Business: We can be more competitive if we used technology better
In the past several weeks I’ve been starting to do a lot more research into the impact of technology on small businesses in Canada. A
July 27, 2015 No Comments
10 Inspiring Quotes in Sales
This week I thought I would change it up with a few inspirational quotes that have had an impact on my career and many of
July 6, 2015 No Comments
Tools to Visualize your Sales Workflow
I did a blog post yesterday about defining the sales stages in your sales process so I thought I would add another piece to it
March 18, 2015 No Comments
Creating a Sales Process using a Swim lane diagram
Do you know why over 70% of CRM installations in the world fail? It’s because the teams implementing the CRM systems do not take the time to understand the real reasons behind the implementation of a CRM system for an organization. What are the priorities for a company when it comes to implementing the system? How will the users use the system and use it properly? What will motivate people to actually use the system?
September 15, 2014 No Comments
Improving Customer Retention with CRM
Photo courtesy of Alan Cleaver(CC Attribution) In an increasingly globalized and inter-connected business environment, one that is constantly evolving through new strategies and improving upon
July 24, 2014 No Comments
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