Blog

Tools of the Trade for Remote Teams

COVID-19 has presented many obstacles and life-changing behaviors in our daily lives, and yet I am finding some positive effects on our collective business lifestyle. Many of us are experiencing remote work for the first time, and that has presented options and opportunities to...

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Refine and Rejoice: Celebrating Data

Yes, I said “celebrate data.” It CAN happen! My last blog discussed how you can create a smoother sales pipeline (aka sales forecast) bypulling the triggeron a CRM. As you’ll recall, it is a process! Revisit ourblog seriesto review this process in detail. Here’s...

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3 Amazing CRM Reports (and How to Use Them)

We’ve beenblogging like crazyabout CRM. Everything from prepping your data to exporting reports for your teams. Anyone can write about CRM. But what’s going on in real life? Is anyone reallycleaningandsegmentingtheir data,loading itinto a CRM and creatinguseful reportsto inform their business decisions? Turns out...

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Pull the Trigger on CRM

Mypast several blogshave focused on how to remove theroller coaster-effect from your sales forecast. Yes, it can be done – but you must focus oncleaningdata,segmentingdata, and creating well-definedsales stages. As we know, it is important to work out the above processesbeforejumping into a software...

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