The 4 Steps To Implement Or Cleanup CRM Data To Maximize Your Sales Performance

Companies that wish to improve their sales performance typically invest in an implementation strategy of a customer relationship management (CRM) platform. We’ve discussed why companies implement a CRM, and companies often take the step… but the transformations often fail for a few reasons: Data – At times, companies simply opt for a data dump of their accounts and contacts into a CRM platform and the data isn’t clean. If they’ve already got a CRM implemented,

5 Tips to Successfully Convert Your Online Prospect into a Client

We shared about how incredible the Refresh app was yesterday. I found out about them when I received this infographic to share from them, How to Close a Sales Lead. The journey that they describe in the email basically starts after the lead is captured via marketing. The 5 Tips to Close a Lead Use a CRM – Of course, you have to have somewhere to record the lead, capture additional information about them, prioritize

The B2B Sales Pipeline: Turning Clicks into Customers

What is a sales pipeline? In both the business to business (B2B) and the business to consumer (B2C) world, sales organizations work to quantify the number of leads they are currently trying to convert into customers. This provides them with a prediction as to whether they are going to meet the goals of the organization as it pertains to acquisition counts and value. It also provides marketing departments with a sense of urgency as to