For any sales or outreach strategy to work effectively, companies need a core base of solid leads. As a member of the development team at Cardwell Beach, I’ve implemented lead generation plans across the web. I sat down with Matt Hansen to talk about best practices for generating quality leads that can make a difference […]
CRM is a fantastic tool. However, in many instances, companies find that sales reps view any CRM system as a burden. Why? Over the past few years, CRM’s primary use has evolved from helping sales reps improve their relationships with customers to helping senior management visualize and forecast revenue. This evolution has been unfortunate because […]
Most CRM systems are structured from the seller’s perspective. They include milestones like “first meeting” or “proposal delivered.” While those are useful metrics for management to forecast pipeline revenue, they’re not particularly useful metrics for your sales reps, or more importantly for your customers. Here’s an example of where critical information slips through the cracks: […]
There are multiple stakeholders who need to get value from your CRM system. First, management needs visibility into the sales pipeline. Next, sales teams need to know how close their buyer is to making a purchase, and what they can do to get prospects to the finish line. Third, marketing needs a way to understand […]
People talk about “getting on a new CRM” to solve the problem of disorganized or dysfunctional sales efforts. There is a common lack of awareness that when you’re buying a Customer Relationship Management tool, you’re usually not buying a sales process or methodology along with it. I would argue that’s the primary reason CRM implementations […]