Are You Making These Deadly Startup Business Mistakes?

Posted by Bob Walton on Wed, November 26, 2014 @ 09:00 AM

Every successful business owner has made mistakes. In fact, they’ve likely made several. The slips and fumbles entrepreneurs commit during the early days of their company’s start-up shapes the course of their business.

In some cases, business owners can use these experiences as a learning experience to help them navigate around future blunders. In other cases, entrepreneurs continue to repeat the same mistakes and, all too often, this costs them their business.

Luckily, you can learn from the bad habits of others and avoid making the same ongoing mistakes. Here are a few of the most common startup business snafus and how to avoid them:

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Categories: CRM

3 Ways to Improve Collaboration Within Your Small Business Sales Team

Posted by Bob Walton on Tue, November 25, 2014 @ 02:00 PM


When you’re part of a small business sales team, you often rely on colleagues to maintain their own customer relationships and required processes to get their jobs done. At the same time, it’s easy for the multitude of tasks to overlap, fall through the cracks and create bottlenecks if individuals are siloed or working remotely.

With teams working toward a common goal, collaborating on defined objectives and processes can increase productivity and ultimately business outcomes. For example, according to consulting firm McKinsey & Company, “The average interaction worker spends an estimated 28 percent of the workweek managing email and nearly 20 percent looking for internal information or tracking down colleagues who can help with specific tasks.” But when companies use a tool, like an internal social network, to collaborate, the time employees spend searching for company information can be reduced by as much as 35 percent. Productivity enhancements such as this can lead to greater efficiency and collaboration amongst colleagues.

To increase your team’s productivity, which will ultimately enhance customer relationships and internal processes, improving collaborating must be the first step.

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Categories: CRM, small business CRM

Don't Make These Top 5 Email Marketing Mistakes

Posted by Bob Walton on Thu, November 20, 2014 @ 09:00 AM

The only constant in email marketing is change. As communication processes and devices evolve, so do the expectations of your audience. Often, yesterday’s best practices become tomorrow’s biggest faux pas. Staying abreast of current trends, however, can help you improve engagement and steer clear of spam folders. Here are the top five mistakes you should avoid in your email marketing strategy:

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Categories: Mobile CRM, email marketing

Why You Need a Mobile CRM

Posted by Bob Walton on Tue, November 18, 2014 @ 04:30 PM

A mobile device isn’t just a handy communication item. For the average American, it’s practically a body part. Smartphones sit on the dinner table, snuggle with us in bed and, although few will admit it, accompany us to the bathroom. Leaving your phone at home may even send you into full-fledged panic mode. Without your mobile device within arm’s reach, you feel cut off from the world. What if there’s an emergency? What if your boss calls? What if you need to Google the population of Papua New Guinea while standing in the grocery store check-out line?

It’s no secret the world has gone mobile, but has your CRM gotten the memo? Despite the shift to a more mobile society, many companies are still using non-mobile-friendly CRM solutions. Here are a few of the reasons a mobile CRM can enhance your business processes:

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Categories: Mobile CRM, CRM

3 Reasons CRM Software Leads to a Better Customer Experience

Posted by Bob Walton on Tue, November 11, 2014 @ 10:00 AM


According to data from McKinsey & Company, 70 percent of buying experiences are based on how the customer feels they are being treated. That’s why customer service is so valuable to the customer experience, acquisition and retention. Understanding who your customers are, what they need and the best way to communicate with them can help you provide the right customer experience at the most appropriate time. To achieve these goals, many businesses rely on customer relationship management (CRM) software to track contact information they can use to build customer relationships.

In addition to helping you track sales pipelines, leads and rep activities, here are three reasons why CRM software leads to a better customer experience:

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Categories: Web Based CRM Software, CRM

Improve the Quality of Customer Data with Small Business CRM

Posted by Bob Walton on Fri, November 7, 2014 @ 09:00 AM


Wondering why your email metrics are poor? Looking for a clue as to why your re-activation campaigns aren’t converting? The answer may lie in your contact database, within spreadsheet after spreadsheet of outdated and disorganized data. Poor data quality often leads to poor performance, as your marketing team and sales representatives are left to use insufficient customer information to drive and close opportunities. Improving the quality of your data with a small business customer relationship management (CRM) system will ensure your customer records are up to date and your teams have access to the right audience information, which is crucial to generate and nurture your leads.

However, before you can increase your conversion rates, you need to take a closer look at your existing data to determine which contacts can be improved, which ones need to go and how to better organize them for ongoing success. Here are three tactics to get started:

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Categories: CRM, small business CRM

3 Ways a CRM Helps you Work Smarter Not Harder

Posted by Bob Walton on Wed, October 29, 2014 @ 08:00 AM



Throughout history, humans have been developing new tools to improve efficiency and save time. Unfortunately, those same well-meaning humans have also transformed otherwise simple and straightforward things into a complicated mess. We all have a habit of taking something that should make our jobs easier, adding a dozen extra steps and completely mutilating the process.

The fact of the matter is no software should make your job more difficult. When used correctly, your CRM software should help—not hinder—the sales process. Here are a few ways your system can make your life easier.

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Categories: Web Based CRM Software, CRM

5 Tips for Keeping Your Customers Engaged (And Re-engaging Old Ones)

Posted by Bob Walton on Thu, October 23, 2014 @ 08:00 AM



It’s ironic. Companies invest significant amounts of time and money into engaging and winning new customers and, all the while, ignore a readily available goldmine under their feet. This treasure trove can make their lives easier, add to their bottom line and is potentially even more lucrative than first-time buyers.

So, what is this veritable reserve of riches? Your previous buyers.

Many businesses are so preoccupied with the hunt for new customers, they fail to provide the right sort of TLC to customers who have already purchased. The thing is, you’ve already done the heavy lifting to make the first sale and, if you delivered as promised, then you’ve already inspired trust. According to Forbes, by providing great post-sale service and continuously reminding them of the reason they chose you to begin with, you greatly increase your chance of making repeat sales.

So how exactly do you pave the way to future sales from your existing customers?

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Categories: CRM

3 Ways You Can Use Social Listening to Your Advantage

Posted by Bob Walton on Tue, October 21, 2014 @ 08:00 AM



Ten years ago, if someone told you social media was going to be one of the most powerful communication mediums in the marketplace, you would have laughed. It’s just a short decade later, though, and it often seems as though your company’s entire image lies at the mercy of these internet platforms.

In seconds, a Yelp review or Facebook comment can strip the wind from your sails and send your marketing team into full-fledged damage control mode. However, social media is not your enemy. In fact, if positioned correctly, social media can become your hardest working lead converter.

Here are three ways to utilize social listening to make social media work in your favor:

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Categories: Social Media, CRM

Win More Sales With CRM Software For Small Businesses

Posted by Bob Walton on Thu, October 16, 2014 @ 09:00 AM



Let’s face it: Your sales team needs every advantage it can get. The more your reps increase customer engagement and retention, the more sales you’ll enjoy. More sales means greater revenue for your business. Greater revenue means bigger paychecks for your team. Everyone’s happy.

However, all too often, companies miss loads of sales opportunities without even realizing. Teams become so focused on the mound of work on their plate, other opportunities slip through the cracks. So, how do you make sure you’re taking advantage of every opportunity?

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Categories: CRM, small business CRM

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