CRM | Sales | Marketing Insights by Lindsay Garrison
“How can we word our employee contract to require them to use our CRM tool?” Over the weekend, a colleague in my master-mind group shared this question, which he received from a customer: “How can we word our employee contract to require them to use our CRM tool?” We got past, “Whoa, don’t be handing out legal advice”, and the conversation got down to what could be at the heart of […]
Think about the holiday season just past, and your holiday travels. Did your experience bring to mind, “Over the river and through the woods, to grandmother’s house . . . tra la, tra la?” Or did you have a meltdown because you got snowed in at Terminal C and the number you needed for The Big Deal was back in the office? Do you really need another reason to justify […]
The licensing models of some CRM applications are a poke in the eye to the sales arm of companies who would like to share sales data with outside distributors, independent reps, or agents. Their reluctance to pay full price is not unreasonable. They don’t want or need the same set of features for a user that needs only limited access to data. Typically, depending on features, cloud-based SFA CRM costs […]
Do you have un-dead records lurking in your SFA or CRM system? You know the ones: they don’t have email addresses or phone numbers or have incomplete addresses. Maybe they haven’t been touched by human hands in two or three years. If they were fish, they’d smell really, really bad. What should you do with them? To market or sell effectively you need accurate information at your fingertips. Account and […]