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This our cat; his name is Reese. Reese is a big tough boy when he’s around people he knows. But, when somebody new comes into
Breaking up your customer and prospect contacts, your mailing list, by attribute — that’s segmentation. It allows us to craft and tailor messages that will
If you look at your deal or opportunity record in your CRM system, you’ll see a field for the sales stage. Typically, CRM systems use this field to help
In a recent post, we talked about common objections that salespeople have for CRM activity entry. We talked about them because CRM only works if our
As we work our way through the COVID-19 pandemic, we’re learning to live our lives differently. Gone are restaurants, theaters, bars, clubs, daycares, gyms, and, for many,
Call them activity reports, call reports, after-action memos, or encounters — activity items are a vital part of Client Relationship Management (CRM) software. They are
There are numbers, and there is reality. We like to think that numbers reflect reality. For example, last month’s orders are what the sales team
The coronavirus pandemic is rapidly changing the way we live our lives. We’ve started washing our hands more, we’ve become more suspicious when we hear
I started this article like I do most, by Googling what I’m going to write about. This time it was “Fear and CRM.” After the
As humans, we can’t avoid forgetting things. It’s in our nature. Forgetting, though, has a high price — often more than the reward for remembering. We
We help our clients Achieve Better™ through research-informed, behavior-focused coaching and consulting.
