5 Ways to Save Time and Money by Implementing CRM software

Posted by BigContacts on Tue, February 7, 2017 @ 02:00 PM

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Categories: CRM

Why use PC-based software when there's cloud based CRM software?

Posted by Bob Walton on Tue, February 3, 2015 @ 05:56 PM


Did you know that 80 percent of businesses that adopt cloud based software have realized some sort of cost savings and have realized improvements in overall productivity? So what is CRM cloud-based software/services, and how will it help your business?

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Categories: CRM, Business Management

How to Use Your CRM to Keep Your Sales Team Accountable

Posted by Bob Walton on Tue, December 9, 2014 @ 08:30 AM



Your customer relationship management (CRM) platform may be your solution for marketing automation, but are you fully leveraging the tracking and team management capabilities of your software? In addition to helping you engage with prospects, organize contact information and manage email marketing, your CRM can help you manage and monitor your sales force.

Here are three of the most useful CRM features for tracking sales metrics and holding your team accountable:

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Categories: CRM, Sales Tracking

3 Tips for Bridging the Gap Between Sales and Marketing

Posted by Bob Walton on Thu, December 4, 2014 @ 01:00 PM


What happens when sales and marketing departments don’t align? Business problems start to arise. Inadequate cross-departmental communication eventually leads to poor strategy planning and execution. Often, team members are not only unclear as to how they fit into the plan, they have little insight into their colleagues’ roles. If this sounds like your business, rest assured you’re not alone. According to Forrester Research, 92 percent of organizations have a marketing and sales alignment problem.

On the flip side of the coin, businesses that focus on sales and marketing alignment can experience up to a 20 percent growth in annual revenue while maximizing prospect engagement and profitability. So, how can you foster sales and marketing team alignment? By encouraging shared processes, collaboration and technology, you can help sales and marketing stakeholders reach alignment nirvana.

However, in order to make a lasting impact on your teams, you need to focus on changes in processes and perception. Here are three tips to ignite progress toward sales and marketing alignment:

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Categories: Marketing Software, CRM

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

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: 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

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: CRM