I’ve recently been listening to a podcast series by Dave Austin. Dave is a mental performance coach who stresses the importance of narrowing down thoughts and getting “in the zone”– visualizing success, and being so focused that nothing in the world can stop you from getting the job done.
All of this talk of visualization began to translate into reality as I sat in a meeting two weeks ago. In this meeting, we discussed a spreadsheet with data related to sales opportunities and the quote process. As I looked at all of the tabs and summary sheets, littered with several rows and columns of data, I asked, “What is it that you’re tracking and why?”Read More
Data migration. Moving your data from one system to another. Sometimes it's just something we have to do. It's never fun, but there are ways to make it go smoothly, and ensure you don't lose anything in the process. We've worked with clients throughout their data migration processes and learned a few things. Let's walk through the steps.Read More
But first, we begin with research, research, research! You can’t find a new customer until you know really who you’re looking for. A good research strategy leads us to information, data and statistics that will help define who a good customer is. Because after all, you can’t go looking for diamonds if don’t have any idea what a diamond looks like.Read More
Question: How do you know your CRM and sales forecasting tools are working? How do you know when you have a predictable business model and have hopped off that roller coaster?
Answer: Your month-end financial statements tell you so.
That’s right – you’ve cleaned your data, segmented and prioritized your contacts and assigned them sales stages. You’re using a CRM and you are generating reports. Now – take a look at your month-end financial statements. Here’s the payoff from all of your hard work:
Yes, I said "celebrate data." It CAN happen!
My last blog discussed how you can create a smoother sales pipeline (aka sales forecast) by pulling the trigger on a CRM. As you'll recall, it is a process! Revisit our blog series to review this process in detail. Here's a quick recap: In order to step off the sales roller coaster (yes, you CAN do it!), you must create a smoother sales pipeline. To do this, follow these three important steps:Read More
My last several blogs have been about smoothing out the ups and downs of that sales roller coaster, and creating something that brings you peace of mind.
To recap, there are three primary elements in creating a smooth sales pipeline (also called a sales forecast). Number one: good data. Number two: market segmentation. And number three: developing sales stages.
This blog focuses on element three - sales stages, aka where the rubber meets the road. How do people buy from you? What are the stages they go through during the buying process? What do you need to know to help them?