Lucidchart: Collaborate And Visualize Your Wireframes, Gantt Charts, Sales Processes, Marketing Automations, and Customer Journeys

Visualization is a must when it comes to detailing a complex process. Whether it’s a project with a Gantt chart to provide an overview of each stage of a technology deployment, marketing automations that drip personalized communications to a prospect or customer, a sales process to visualize standard interactions in the sales process, or even just a diagram to visualize the journeys of your customers… the ability to see, share, and collaborate on the process

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,

How to Improve Your Sales Team’s Performance

So many of my friends are great sales people. Quite honestly, I never fully respected their craft until I started my own business and took a stab at it. I had a great audience, solid relationships with companies who respected me, and a great service that they needed. None of that mattered the second I stepped through the door to sit down at a sales meeting! I did nothing to prepare myself and soon found

Why Don’t You Know Who I Am?

It’s important to prequalify our marketing prospects to ensure we are getting the right customer. If we sign the wrong customers, we immediately know because our productivity lags, meeting volumes increase, and more and more frustration enters the relationship. We don’t want that. We want clients that understand our process, value our relationship and see the results we are getting them. This afternoon I had to make the call to a friend and colleague of

Understanding the R in CRM

I was just reading a good post on CRM and I think there’s one huge, massive, gaping hole in most CRM implementations… the Relationship. What is a Relationship? Relationship requires a two-way connection, something that’s normally missing from any CRM. All of the major CRMs out on the market do a fantastic job for incoming data capture – but they do nothing to complete the loop. I believe this is the key why the majority