CRM

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  • The Differences Between Outlook & CRM Software

    carmelvision.com
    Alex Noudelman
    2 Oct 2014 | 11:59 am
    What is CRM? The easiest way to define CRM is to call it customer relationship software. It describes a wide variety of software programs, both on and off the web, that promote better customer contact via a complete, well- organized data system. It can greatly enhance any organization’s administration since it links contact information with a large number of data points, including emails, relevant documents, purchase orders and more. What are the differences between CRM and Outlook? At first glance it may seem as though there are very few differences between CRM software and Outlook. Both…
  • What Are the Long Term Benefits of a CRM?

    carmelvision.com
    Eran Berliner
    10 Oct 2014 | 2:52 pm
    Since the latter part of the 1990s, Customer Relationship Management (CRM) has become a buzz term especially among business practitioners and enterpreneurs. Companies, both big and small, have invested or are hoping to invest huge amounts to implement CRM strategies, tools and infrastructure in order to win the battle in the increasingly competitive economy. However, many executives are struggling to determine how their organization will balance the business value of CRM against its costs to determine CRM return on investment. Many businesses in search of solutions and opportunities for…
  • These 2 free Sugar 7 plugins are going to make history

    SugarCRM Developer Blog
    Jill Shaheen
    17 Oct 2014 | 2:54 pm
    When it comes to CRM, sales professionals know where their customer relationships stand when they have clear insight into past events. The best CRM systems present a historical audit trail that is simple for end users to find – and even easier for them to understand. Here are two plugin tools that make it painless for Sugar users to get a quick glimpse into those critical history items. Worklog Field Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard…
  • LinkedIn Marketing - Fix Your Content, Not Your Profile

    CRM Blogs
    15 Oct 2014 | 5:04 am
    True whether we are talking LinkedIn, Facebook, Twitter, or _______ (add your social network in the blank.)
  • The ‘Done Deal’ for your competitor – Even before starting

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    23 Oct 2014 | 12:02 pm
    Done Deals Even before your first meeting, the customer has already decided for your competitor. You are just used for having an additional quote or to comply with the procedures of the company as they need three price quotations. Thus the deal is already decided and you are actually wasting your time without knowing upfront. Done Deal hints Maybe you can feel this already during the telephone or meeting conversations you have with the potential customer, but you need evidence in order to be able to drop this account. There might be hints relating to your competitor such as specifications…
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    SugarCRM Developer Blog

  • These 2 free Sugar 7 plugins are going to make history

    Jill Shaheen
    17 Oct 2014 | 2:54 pm
    When it comes to CRM, sales professionals know where their customer relationships stand when they have clear insight into past events. The best CRM systems present a historical audit trail that is simple for end users to find – and even easier for them to understand. Here are two plugin tools that make it painless for Sugar users to get a quick glimpse into those critical history items. Worklog Field Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard…
  • Quick Tip: PSR-0 Namespaces in Sugar 7

    Jesse Heller | Faye Business Systems Group
    15 Oct 2014 | 11:02 am
    If you want to use namespaces following the PSR-0 standard for your custom code, it is now possible with the SugarAutoLoader in sugar7. Now you don’t have to insert require statements all over the place. require_once('include/utils/autoloader.php'); SugarAutoLoader::addNamespace('Fbsg\\', 'custom/include/Fbsg'); Sugar’s autoloader will now map requests for the class Fbsg\Example\Test to the file “custom/include/Fbsg/Example/Test.php”. Post From Faye Business Systems Group Director of Development Matthew Strickland Contact Jesse Heller
  • Let’s make a command line Sugar utility tool

    Jesse Heller | Faye Business Systems Group
    15 Oct 2014 | 11:00 am
    When you work with something everyday, eliminating tedious and repetitive tasks not only improves your productivity but also helps your sanity. With Sugar, there are certain things we as developers are constantly doing; in some cases, over and over again. How many times have you run quick repair and rebuild? Luckily, we program things. We write scripts that make our lives in that moment a tad bit easier. But it’s easy to lose track of these things; we might even write the same tool over and over again. In this series of posts, we’re going to build a command line utility tool whose…
  • Global Action Menus and Drawers in Sugar 7

    John Mertic
    30 Jul 2014 | 8:58 am
    Editor’s Note: This blog post comes from Bill Convis of SierraCRM, and talks about how his team worked with our top notch engineering team to find a way to add action menu items across multiple modules. Big thanks to Bill for the writeup, and Peter DeMartini of SierraCRM, and David Wheeler of SugarCRM for helping form the solution. With the release of SugarCRM 7 came new challenges and opportunities for SugarCRM technology partners. An entirely new paradigm was offered for solution providers to add new features to the power of SugarCRM. Process Manager Enterprise (PM) from SierraCRM, a…
  • Write a dashlet that uses an external data source: the Football World Cup dashlet

    Olivier Nepomiachty
    27 Jun 2014 | 1:24 am
    During the Sugar 7 Developer training sessions, the attendees often asked for more code samples to get up to speed writing dashlets. This blog provides a good template that could be used when writing a dashlet that will pull data from an external source. Quick start The dashlet is available for free on Github https://github.com/tortugacrm/sugar7_football_wc2014_dashlet This code is published under the GPL 3 license. For a quick installation in your Sugar 7 instance, please follow the guidances in §Installation. The dashlet comes in English, French, German, Swedish and Russian. Introduction…
 
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • The ‘Done Deal’ for your competitor – Even before starting

    The Leads Explorer
    23 Oct 2014 | 12:02 pm
    Done Deals Even before your first meeting, the customer has already decided for your competitor. You are just used for having an additional quote or to comply with the procedures of the company as they need three price quotations. Thus the deal is already decided and you are actually wasting your time without knowing upfront. Done Deal hints Maybe you can feel this already during the telephone or meeting conversations you have with the potential customer, but you need evidence in order to be able to drop this account. There might be hints relating to your competitor such as specifications…
  • Why Not Buying Website Traffic

    The Leads Explorer
    14 Oct 2014 | 10:19 am
    Buying website traffic The more website traffic the more people will know about your offerings and the higher likelihood to get leads from your website into your sales funnel. You can purchase services from traffic wholesalers and instantly your web analytics will show a significant increase in the number of visitors. Additionally your website will be shown temporally higher in the search result pages on Google and Bing which is beneficial too for more traffic. What kind of visitors ? The visitors that normally visit your website through organic search or references are very likely potential…
  • Marketing & Selling are more difficult than to Create the solution

    The Leads Explorer
    7 Oct 2014 | 10:28 am
    Building or developing a solution is not the real issue to crack or problem to solve. That’s were engineers are for in collaboration with the product managers. The problems for new products or solutions are: - Defining a problem - Conceiving a solution for this problem that is usable and convenient - Marketing the solution - Selling the solution - Keeping the customer using the solution There are more people that can create a product or solution than there are people who can market and sell it. Getting people to purchase is the real issue. Of course it helps if you conceive a product or…
  • Why Winning The Award Is Often Not Good For Business

    The Leads Explorer
    1 Oct 2014 | 12:03 pm
    Industry award After many years of hard and often lonely work for your business that made your company what it is today. And you are proud of your achievement. One day a challenge or industry award attracts your attention and you fill out the form. Then unexpectedly you WIN ! This could be like “Best Company in Industry”, “Manager of the Year”, “Best exporter of the year”, “Best Startup”, … Exposure and brand awareness Getting a reward or winning a challenge is a great event for any company and could bring exposure to your company and thus…
  • Why Planning Date Sales Meeting Is Indicator Of Success

    The Leads Explorer
    24 Sep 2014 | 2:09 am
    Planning the sales meeting Sometimes meetings get planned and organized easily within a short notice. These cases are rare but great opportunities to sell or to have a short sales cycle. If you are calling or emailing to obtain and organize a sales meeting it feels like a drawback if the meeting can only be planned more than a month away. It gives the impression that the level of interest is not high enough to motivate the participants to make time for your sales meeting. Fast meetings In case the interest and need is high or urgent people would liberate time within a week: your solution (or…
 
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    thefutureorganization.com

  • How The Motley Fool Became the #1 Company in America to Work For

    Jacob Morgan
    23 Oct 2014 | 10:15 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/Podcast_Todd_Done.mp3   The one stat you need to know “According to a new report by the Conference Board, the New York-based nonprofit research group, some 54.6% liked their physical environment in 1987 versus 56.4% today, and 54.7% liked their equipment in 1987, compared to less than a percentage point more today, 55.2%. The report’s authors speculate that the increase in telecommuting offers a partial explanation, as people prefer working at home…
  • Why The Sharing Economy is Changing Everything

    Jacob Morgan
    16 Oct 2014 | 12:08 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/Jeremiah_podcast.mp3   The one stat you need to know Forbes estimates “The revenue flowing through the share economy directly into people’s wallets will surpass $3.5 billion this year, with growth exceeding 25%. At that rate, peer-to-peer sharing is moving from an income boost in a stagnant wage market into a disruptive economic force.” – Forbes Jan 2013 What this episode is about and why you should care The collaborative economy is an…
  • The Single Greatest Cause Of Employee Disengagement

    Jacob Morgan
    15 Oct 2014 | 12:02 am
    We all lead “double lives.” We have our personal lives where we can: control the technologies and devices we want to use, build and shape communities, share and collaborate with who we want where we want, easily access information, take out loans on a house and make purchases, and have the freedom and flexibility to live how we want. Then we have our professional lives where we: commute an hour each way, use company sanctioned technology, sit in cubicles, get 200+ emails a day, are not able to effectively communicate and collaborate, operate under a command and control hierarchy, feel…
  • Is “Privacy and Security” Really Dead?

    Jacob Morgan
    9 Oct 2014 | 12:08 am
    Click Here to Subscribe via iTunes Click Here to Subscribe via RSS Feed (non-iTunes feed) http://traffic.libsyn.com/futureofworkpodcast/raj-samani-podcast.mp3 The one stat you need to know 86% of internet users have tried to use the internet in ways to minimize the visibility of their digital footprints. 55% of internet users have taken steps to hide from specific people or organizations. – Pew Research What this episode is about and why you should care A few weeks ago on Forbes, I wrote an article called, Privacy Is Completely And Utterly Dead, And We Killed It, as a follow up to that…
  • 20 Quotes to Challenge Convention Around the Future of Work

    Jacob Morgan
    8 Oct 2014 | 12:08 am
    This is one of the bonuses I sent to people who pre-ordered a copy of my book, The Future of Work, last month. Now, I wanted to share it publicly with everyone else. It’s a compilation of some of my favorite quotes from the book and features some of the world’s most forward thinking business leaders. Hopefully this will inspire you to challenge convention around the future of work. Please feel free to share it, embed it, download it, and spread the word! 20 Quotes to Challenge Convention on The Future of Work from Jacob Morgan Send to KindleThe post 20 Quotes to Challenge…
 
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    Powertrak CPQ and Portal Software Blog

  • Custom Design Apparel with Powertrak 3D Configurator

    Michael Bauer
    20 Oct 2014 | 2:18 pm
    Custom Design Shirts, Jackets, and other Apparel with Powertrak Turn your printed catalog into a digital, on-demand selling solution by enabling customers to see, design, price, and buy any type of customizable apparel. Powertrak 3D Visual Product Configurator, an advanced Configure-Price-Quote (CPQ) solution, simplies how customers personalize jackets and t-shirts. Our web-based, self-service, visual configurator gives customers a flexible solution to … Continue reading »
  • Study: How Mobile CRM Benefits Sales Professionals

    Michael Bauer
    13 Oct 2014 | 9:01 am
    Mobile CRM Software For Sales Professionals Software Advice, a company that reviews CRM software, surveyed a random sample of 1,940 salespeople who use mobile CRM in order to understand how it benefits their companies, which features they regularly use and what requirements they feel are most important for a mobile CRM system to meet. At Axonom, … Continue reading »
  • 3D Product Configurator Transforms Dynamic Fitness’ Ordering Experience

    Michael Bauer
    2 Oct 2014 | 1:17 pm
    Fitness and Strength Equipment Manufacturer adds 3D visual ordering for buyers to custom design, visualize, and buy its modular fitness and strength, RIG and RACK systems. Powered by Powertrak 3D Product Configurator and Partner Portal This case study showcases fitness and strength equipment manufacturer, Dynamic Fitness & Strength’s, experience searching and selecting an interactive, three-dimensional visual product … Continue reading »
  • Powertrak CPQ Redefines The Customer ‘Buying Experience’

    Michael Bauer
    12 Sep 2014 | 8:15 am
    Racks and Enclosures Manufacturer places emphasis on ‘user experience’ with its fully-interactive, drag-and-drop, 2D Visual Product Configurator Powered by Powertrak Configure-Price-Quote and Partner Portal for Salesforce.com This case study showcases racks and enclosures manufacturer, Middle Atlantic Products’, experience searching and selecting an interactive, visual product configuator to improve the ordering and buying experience for its large base of … Continue reading »
  • Middle Atlantic Products Unveils its 2D Rack Configurator at CEDIA 2014

    Michael Bauer
    11 Sep 2014 | 6:37 am
    2D Rack Configurator Powered by Powertrak We’re excited to join Middle Atlantic Products as they set to unveil their new, interactive 2D Rack Configurator at CEDIA EXPO in Denver, CO. Visit us in Middle Atlantic Products’ booth (330) today to witness the unveiling of its new product quoting and ordering solution, powered by Powertrak 2D Product Configurator. In an interview with Lighting … Continue reading »
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • Rewarding talent

    Gregor McKelvie
    21 Oct 2014 | 5:17 am
    There’s a good discussion in the video below between Jason Fried and Scott Heiferman on employee stock options. When stock options and equity plans are discussed in a business, many times it can be in the context of what the employee will get should there be a sale of the company. Of course, the business has to show significant potential, profits and / or revenue grow before the sale happens. How you go about getting your company into a position that someone is willing to pay money for it varies, but there is no question that the talents of others are needed. In the video below (@ 23:30…
  • Insider Tips #8 – Choosing a niche is not a risk

    admin
    13 Oct 2014 | 5:47 am
    This week in our Insider Tips interview we spoke to Alex O’Byrne, the co-founder of WeMakeWebsites – an agency specialised in building ecommerce sites. In the interview you’ll learn about how Alex and his co-founder decided to focus on a niche area and how they have gained from it. Enjoy! Can you quickly introduce WeMakeWebsites and what your role is? We build effective and elegant e-commerce websites, we’re currently ranked as the top UK Shopify Expert and have a mailing list of 6,000 subscribed to our e-commerce advice newsletter. I am one of the founders and as a result I…
  • Less frustrated vs happier

    Gregor McKelvie
    8 Oct 2014 | 3:49 am
    The difference between making someone less frustrated vs happier is huge. He / she might be happier that they are less frustrated, but they are still frustrated. Making someone happier as the default – instead of less frustrated – should be your goal. What’s your service’s angle on that? What are you striving for? If you’re striving for a slightly better experience than that of your competitors then you’ve missed the boat. Your customers don’t want to get something slightly better – or even slightly different. They want to be delighted. They want a Dropbox moment.
  • Interface Tip: Take the hassle out of logging in

    Ruth McLaren
    2 Oct 2014 | 2:16 pm
    Here is a handy interface tip to save you the bother of going through the authentication process each time you want to log in to access your deals. It will shave a few seconds off the process – every little helps as they say! The post Interface Tip: Take the hassle out of logging in appeared first on Tracks.
  • Insider Tips #7 – Dedicate time to your own ideas

    Gregor McKelvie
    29 Sep 2014 | 12:00 am
    This week in our Insider Tips interview we spoke to Taras Kravtchouk, the co-founder of TriplAgent. In the interview you’ll learn about how Taras and his co-founder ran an agency but also dedicated time to their own ideas, which led to TriplAgent. Perhaps you’re thinking about doing the same? Can you tell me more about Gravity Hill and TriplAgent and what your role is? We founded Gravity Hill in 2008 in Stockholm, which might not have been the best time to start your own company during the biggest economic collapse, but it also forced us to get out there and attract clients by any…
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    superoffice.com

  • When Sorry Isn’t Good Enough (4 Customer Service Lessons)

    Jennifer Lund
    19 Oct 2014 | 11:22 pm
    What are customers’ most frustrated with when contacting customer service? A 2011 report by Accenture reported that 77% of customers find “having to contact customer service multiple times for the same reason” to be extremely frustrating. And what happens when a customer finally reaches a customer service rep? The rep say’s the two magic words “I’m Sorry”. And then all is well with the world, right? From the time that we were children, most of us were taught that if we made a mistake, saying “I’m sorry” was good start and this would cause bygones to be bygones.
  • 8 Habits of Highly Effective Sales People

    Cathrine Davis
    13 Oct 2014 | 12:04 am
    You probably know at least a handful of sales people that have that certain “je ne sais quoi” about them. These people are successful in sales because they have a great personality, are natural born story tellers and seem to know all the secrets to increasing revenue. Any sales manager would give their teeth for someone like this in their sales team, right? On the other hand, there are also plenty of examples of sales people who are successful at selling just through good, old –fashioned hard work and effective habits. What kind of habits are these, you ask? Do all good sales people use…
  • Friendship is the Key to Lifelong Customer Retention

    Mark Taylor
    5 Oct 2014 | 11:28 pm
    In a recent blog post “Six Tips to Creating Better Customer Loyalty”, we stated that it costs between 5 and 10 times more to attract a new customer, than it does to keep an existing one. The positive effect of retaining clients does not stop there. When looking at sales, the chance of selling to a new customer is between 5-20%, while to an existing customer is between 60-70%. Most businesses are aware of these statistics, but yet according to a CEI Survey only 1% of customers feel a company consistently meets their expectations. In this post we are going to look at the five main reasons…
  • The Super Seven – Top Sales, Marketing and Customer Service Posts in September

    Jennifer Lund
    29 Sep 2014 | 11:48 pm
    What a great month September has been! We’ve been kept busy with the launch of our CRM software free trial but, we’ve also been busy reading some great content that was published on the web. There was so much great content published and we’ve rounded up some of our favorite blog posts in sales, marketing and customer service that were published in September. This months’ Super Seven Round up features content published on HubSpot, INC and Content Marketing Institute. Sales How People Buy: The Evolution of Consumer Purchasing [Infographic] As a marketing or sales professional,…
  • 7 Ways to Get the Most Out of a CRM Software Free Trial

    Jennifer Lund
    22 Sep 2014 | 11:24 pm
    How often do you find yourself signing up to try a new software or service, only to use it once and then forget all about it? There’s a lot to consider when choosing a new CRM system. And with so many different options online it’s easy to become overwhelmed when you first try out a new product on your own. And if you don’t enjoy your first experience, then you won’t use the product again. It’s that simple. Let’s say you’re in the market for a cloud based CRM. You’ve done your research on vendors, solutions and technologies. You’ve compared them all on…
 
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    eCommerce Web Design - Web Developer - Magento - Amazon Webstore - CRM Developer | Gowebbaby

  • Amazon Webstore Latest News – Mobile Optimized Now

    Manoj Dhanotiya
    24 Oct 2014 | 9:54 am
    Amazon Webstore team recently announced a good news for all Amazon webstore sellers. Now Amazon webstore can be easily optimized for the mobile use. It will increase good sales from Mobile devices too. We are excited and suggest all our Amazon webstore clients to enable this feature and let us know if you need any Assistance.
  • Google Optimize to increase ecommerce conversion rate on Shopify store

    Susan
    24 Oct 2014 | 7:58 am
    Optimizing your Shopify shopping store to attract relevant web traffic is not the same as updating your informational website. An eCommerce platform like Shopify offers wide variety of features with supporting a large inventory base. When you have a wide range of products then the number of targeting keywords increases in a similar proportion. As an end result of targeting so many words with specific reference to your products, you end up paying twice more and targeting the wrong keywords. Here is your ultimate guide to optimizing your marketing efforts on Shopify ecommerce platform which…
  • Shopify for developing your online shopping store? Pros and Cons

    Susan
    19 Oct 2014 | 10:07 pm
    Selecting the right ecommerce platform is one of the important decisions for starting an online shopping store. The right ecommerce platform should match the present and future needs of your online shopping store. You should consider  all the pros and cons of an ecommerce platform and compare it to your online shopping store requirements. Shopify- best for small online shopping store Shopify ecommerce platform captures most of small online ecommerce owner’s attention. It provides an easy to use ecommerce platform with user friendly setup. Pros of using Shopify’s ecommerce platform for…
  • Important Security essentials for Ecommerce Website to Improve Sales

    Susan
    18 Oct 2014 | 1:56 am
    Ecommerce security is not an advantage over your online competitors but it does become a big flaw if you don’t have it. Don’t expect online visitors to become your customers while you can’t offer them the basic security of dealing in online retail market. This article covers essential security coverage your ecommerce webstore must have. There are certain security checks at various points which assure safe processing on your online shopping store. Ecommerce Platform and Hosting Services Whenever you are starting your online shopping store you must consider security offered by your…
  • Shopify vs Squarespace ecommerce platform developer

    Susan
    17 Oct 2014 | 12:37 am
    Squarespace ecommerce platform and Shopify’s online shopping store developer look alike but their functions, features and utilities vary for online shopping stores. Squarespace is best used for developing content based website which provide marketing benefits. Shopify’s ecommerce platform on the other hand is customized for creating online shopping stores. Squarespace added features for creating online shopping store along with content marketing which qualifies it as ecommerce platform developing software. Both Shopify’s ecommerce platform and Squarespace ecommerce platform qualify for…
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    Prialto Post

  • Not Your Dad’s Sales Team

    Andy Mowat
    24 Oct 2014 | 9:00 am
    Decades ago, a high-performing salesperson would spend a typical workday in his office, making phone calls, meeting with prospects, developing sales materials, and asking his assistant for a cup of coffee, to schedule an appointment or to make lunch reservations. Today, the typical salesperson sits in a cubical, coffee shop, or at home, without the help of an assistant. Let’s detail some of the other key changes we’ve seen in recent years. 1. Virtual, not physical, offices What ever happened to the huge office table where you could kick your feet up while on the phone with a prospect?
  • Sales Process Best Practices

    Andy Mowat
    23 Oct 2014 | 10:00 am
    “Anything worth doing, is worth doing right.” – Hunter S. Thompson As they scale, many organizations find they don’t have the processes to support rapid growth. Sales process is an area that is critical to get right early. We have worked with hundreds of companies to scale sales processes and frequently see a few basic mistakes. Below are four simple best practices that can help you get started toward a scalable sales model. 1. Classify all leads/contacts/accounts As your organization scales, you will rapidly add leads and contacts into your CRM. While most CRMs force you to…
  • How to Get Off the Feast or Famine Treadmill

    Eric Taussig
    22 Oct 2014 | 10:00 am
    Feast or famine is defined as a situation in which something is always either extremely abundant or in extremely short supply. In this case, that something is sales leads. Do you often have times when your team is so busy that you can barely manage it all? Are they followed by times when your team is frantically making calls in the hopes of drumming up new business? If you answered yes, you are a victim of feast or famine. Admitting it is the first step. Now, let’s focus on how you can get off this seemingly never ending treadmill and positon your sales team to always have a steady flow…
  • Best Practices for Email Signatures

    Eric Taussig
    6 Oct 2014 | 10:00 am
    Your email signature may be the last thing on your mind when sending out sales letters, yet it is actually one of the most cost-effective marketing tools at your disposal. A well-written email signature can increase the response rate and client interaction with your business by adding valuable information, and a sense of trust and professionalism at the end of every message sent. Below are some best practices for an email signature that will garner you more replies, more leads and more sales. Include the essentials The main purpose of your signature is for your recipient to easily contact…
  • A Primer for Training Your Assistant

    Eric Taussig
    2 Oct 2014 | 10:00 am
    When you’ve finally found the right assistant to whom you can delegate your work, the next thing you need to do is properly train him. The training process is a critical period because it gives your assistant a general impression of what needs to be done, how it needs to be done, and what your expectation are. The training period also establishes the workflow and the system by which all further work will be based. Training your assistant may seem like a full-time job in itself and may take up precious hours of your time, but in the long run, a well-organized training process will yield…
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    Pipeliner CRM Blog

  • Adding Deals and People to Your “Favorites” List

    Radoslav Ciglansky
    24 Oct 2014 | 7:34 am
    Managing your data efficiently is easier than ever with Pipeliner CRM’s latest version! Here’s a quick tutorial how to use the Favorites list: About Favorites A favorite is a shortcut of a record in your database that enables you to quickly access it in future. We designate the favorites to be any sales lead, opportunity, [...]The post Adding Deals and People to Your “Favorites” List appeared first on Pipeliner CRM Blog.
  • Is Trust Your Competitive Advantage?

    Meridith Powell
    23 Oct 2014 | 8:44 am
    I woke up this morning, just in from three weeks on the road, anxious to get back into my normal morning routine; which for me is pot of coffee, television news blaring in the background, and sorting through the pile of work on my desk This morning however, my normal routine was interrupted, my husband [...]The post Is Trust Your Competitive Advantage? appeared first on Pipeliner CRM Blog.
  • What Makes A Great Salesperson?

    Gavin Ingham
    22 Oct 2014 | 8:40 am
    One of the questions that I get asked a lot is, “What makes a great salesperson?” Is it something that people are born with or is it something that you can train a person to be? Is there some kind of magical formula which results in a person being able to get good sales results? [...]The post What Makes A Great Salesperson? appeared first on Pipeliner CRM Blog.
  • Social Strategy: The Oxygen You Need to Live Digital

    Lee Traupel
    21 Oct 2014 | 4:34 pm
    Where, when, how and who you share content with in today’s always on, cluttered social media drenched world defines your brand. Digital has wiped traditional marketing off the map. And, the right or wrong social media channel defines your digital footprint. There is no one size fits all blueprint for your business. Social media marketing [...]The post Social Strategy: The Oxygen You Need to Live Digital appeared first on Pipeliner CRM Blog.
  • Sales Productivity: The Era of Absence of Change Is Over

    Richard Ruff, Ph.D.
    20 Oct 2014 | 6:41 am
    In most markets, customers are significantly changing how they do business. In some cases, such as the health care industry, these changes certainly can be labeled transformational – as a result who does the buying, what they buy, and what they are willing to pay for it are all changing. However, the more important point [...]The post Sales Productivity: The Era of Absence of Change Is Over appeared first on Pipeliner CRM Blog.
 
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    carmelvision.com

  • 80% of Companies Believe They Provide a Good Customer Service

    Alex Noudelman
    22 Oct 2014 | 6:00 am
    A recent study found that 80% of companies believe that they provide a great customer service….unfortunately, only 8% of their customers believed that they actually provided a superior service. Is you business one of the few that are actually living up to their promises? If so, then it’s very likely that you’re using social media and a customer relationship management tool to enhance your customer service offerings. In case you’re not 100% sure, this blog post offers you tips on how you can keep your “superior” customer services top notch.     1. Be Personable &…
  • 4 Secrets to a Stellar Business Presentation

    Eran Berliner
    12 Oct 2014 | 8:16 pm
    One of the best ways to succeed at owning a business is to acquire top-notch presentation skills.  Use these tips to get your next stellar presentation well underway. 1. Creatively Transfer Enthusiasm It goes without saying, the boring presentations are often the ones that convey the least enthusiasm. Presenting a monotone, or overly wordy Power Point can leave an audience feeling their valuable time has been wasted. If you’re thrilled about your business strategy or product, find creative ways to transfer that enthusiasm to your audience, so that they can be, too. 2. Use Impact…
  • What Are the Long Term Benefits of a CRM?

    Eran Berliner
    10 Oct 2014 | 2:52 pm
    Since the latter part of the 1990s, Customer Relationship Management (CRM) has become a buzz term especially among business practitioners and enterpreneurs. Companies, both big and small, have invested or are hoping to invest huge amounts to implement CRM strategies, tools and infrastructure in order to win the battle in the increasingly competitive economy. However, many executives are struggling to determine how their organization will balance the business value of CRM against its costs to determine CRM return on investment. Many businesses in search of solutions and opportunities for…
  • How to Respond to Complaints with Contact Management System

    Alex Noudelman
    9 Oct 2014 | 6:59 am
    Just last week, I was dealing with a service outage in my area. The internet as well as the phone lines and television services were not working. I called my service provider for assistance and they told me that they wouldn’t be able to fix the issue until a week later. I wanted to cancel because my alarm system was not working and causing me to have security concerns. In this midst of finding out information about cancellation, the customer service representative’s line got disconnected. I wasn’t quite sure what to do because I had a contract with the service provider and wanted to…
  • The Differences Between Outlook & CRM Software

    Alex Noudelman
    2 Oct 2014 | 11:59 am
    What is CRM? The easiest way to define CRM is to call it customer relationship software. It describes a wide variety of software programs, both on and off the web, that promote better customer contact via a complete, well- organized data system. It can greatly enhance any organization’s administration since it links contact information with a large number of data points, including emails, relevant documents, purchase orders and more. What are the differences between CRM and Outlook? At first glance it may seem as though there are very few differences between CRM software and Outlook. Both…
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