When it comes to small-business marketing, I find that businesses often over-think too much that they fail to execute. They fail to create their marketing plan. They fail to keep it going. Their great intentions become, “I should haves.”...
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...
