An automotive customer relationship management (CRM) tool helps organize daily work plans, internet leads and follow-up tasks. We reviewed 20 different automotive-specific and general use CRMs, comparing price and how each managed leads, reminders and inventory as well as if they included mobile access and system integrations order to determine the top six for small dealerships….
About the Author
Allison Potts
Allison Potts is an editor and resident technology geek for Fit Small Business, working with our sales, marketing, and real estate team. Specializing in sales tips and related productivity tools, she brings over 15 years of experience in the B2B sales and marketing industry.
Allison enjoys spending time with her family, the outdoors, and strong coffee or wine, but not necessarily in that order.
An experienced writer, you can also check out her creative writing on her website, www.alliepottswrites.com.
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6 Best Insurance CRM Software for 2018
An insurance customer relationship management (CRM) tool helps agents and brokers manage policies and renewables, prioritize leads and connect to prospects. We examined 20 general and insurance-specific programs, comparing price and functionality and identified the top six. We also compared document handling and phone integration to determine the best overall and who each one was…
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How to Format a Business Letter [+ 11 Free Templates]
A business letter is a written piece of formal business communication that is often templated. A business letter should follow a standard business letter format and include a header, recipient information, short greeting, concise body and formal closing. Common reasons to send a business letter include formal introductions, sales promotions, thank yous and more. One…
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Marketing Qualified Lead (MQL): Definition & How SQLs Differ
A marketing qualified lead (MQL) is a potential customer that matches specific minimum requirements based on your ideal customer profile. These potential customers are typically sourced from marketing efforts like ad campaigns and email marketing campaigns. MQLs are typically one of the first stages in a multi-stage sales pipeline process, often tracked using a CRM….
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Top 25 Tips on How to Close a Sale from the Pros
After several back-to-back emails and phone calls, presentations, demonstrations and detailed proposals, a salesperson must eventually come up with a strategy for how to close a sale. We reached out to experts in multiple industries and asked them to share some of their favorite techniques for converting a prospect into a client or customer. Here…
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6 Best Email Verification Services for 2018
An email verification service is a tool that checks whether an email is real and minimizes bounce rates, protecting a business’ domain from being flagged as a spam sender and blacklisted by email providers. We examined 20 of the most-used programs and narrowed them down to the top six. We compared and contrasted the price,…
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13 Sales Follow-up Email Templates for Any Situation
Sales follow-up emails are email messages that engage a lead at different stages in the sales process. These messages work to build trust and understanding while reminding prospects of your company benefits and gives a reason to continue the conversation. Email templates are used to help salespeople follow-up quickly and professionally and ultimately close the…
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Microsoft Dynamics vs Salesforce: Price, Features, & What’s Best 2018
When comparing Microsoft Dynamics vs Salesforce, we found both to be robust, but expensive, CRM software with functionality benefiting larger organizations. Microsoft costs between $65 – $135 and can manage sales as well as general operations like accounting and inventory. Salesforce costs $25 – $300 and offers an extensive AppExchange network with functionality that’s great…
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How to Set a Sales Quota in 6 Steps [+ Examples]
Sales quotas are sales performance targets that incentivize salespeople and work to increase company revenue and profitability or maximize a specific activity. Sales quotas are typically tied to sales volume, costs, profit, or specific business function. Effective quotas are ones in which 80 percent of your sales staff—on average—should be able to meet. Regardless of…
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