by devsquad | Feb 23, 2012 | Uncategorized
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...
by devsquad | Feb 16, 2012 | Uncategorized
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...
by devsquad | Feb 8, 2012 | Uncategorized
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...
by devsquad | Feb 7, 2012 | Uncategorized
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...
by devsquad | Feb 3, 2012 | Uncategorized
If there is one consistent problem that I see over and over again with businesses/organizations regarding their marketing, it’s their lack of utilizing their customer relationship management (CRM) database. I blog about this several times a year, because...
