Perpetually Communicate with Your Contacts Alright, I’m almost finished with filing taxes this year. Which means that I can get back into posting blogs more consistently. Today I’m going to talk about what perpetually communicating with your contacts....
Create Alerts and Notifications Have you ever heard people say, “If it’s not on the calendar, then it will never get done?” I know I hear my wife say that all the time. :o) The saying holds true when it comes to managing your pipeline. The best...
Setup useful reports! If you’re trying to effectively mine your database without viewing key reports, then you will likely miss potential opportunities, hot prospects will cool down, and your pipeline can dry up. So what are the key reports that you need to...
Keep it fresh & relevant! I’ve always said the most important field to update in your CRM database, regarding your contacts, is the note section. Why? Whether or not an opportunity becomes a paid client, you and your sales team members have to massage...
Keep Looking at it! I know this point sounds so obvious, but when was the last time you looked at the contacts in your database? Ran reports? Updated contact statuses or notes? Most likely your answer is not positive. Similar to looking at the scale every day if...
