The success of any customer relationship management (CRM) software is based on whether it helps you to better serve your customers and meet your company’s goals. Now that you’ve chosen and implemented a CRM and trained your team on how to use it, it’s time to track and analyze the business results generated by your…
About the Author
Jason Aten
Jason Aten is an editor at Fit Small Business, specializing in small business sales. Prior to joining the team, Jason was the founder and creative director of Studio Ten Creative, a digital content marketing agency in Lansing, MI. Jason has also served as a marketing and sales consultant, business coach, and conference speaker helping hundreds of entrepreneurs build profitable and sustainable businesses.
When he's not writing or helping other businesses fine-tune their sales process, he and his wife enjoy traveling and creating adventures with their four young children.
You can check out more of Jason’s writing on his website: www.jasonaten.net
6 Best CRMs for Mailchimp Integration 2020
Integrating your CRM with Mailchimp allows you to create email campaigns that laser-target your prospects. Mailchimp is one of the most widely used email marketing platforms for small businesses, so we took a deep dive into which CRMs offer the best integrations in 2020. We looked at dozens of CRMs based on features, price, and…
How to Prepare a Sales Contract in 7 Steps (+ Free Template)
Preparing a sales contract is one of the most important steps in the sales process. It involves making sure that you clearly define the customer needs, agree on a solution, establish terms, and address any outstanding issues. Doing this effectively makes all the difference in closing the deal and building a successful customer relationship. 1….
How to Craft a Consulting Proposal That Wins Clients (+ Template)
An effective consulting proposal is one that clearly articulates the customer’s needs and provides a personalized solution that addresses those needs in an easily digestible format. Since consulting proposals require time and effort, templates ensure critical information and best practices aren’t forgotten when crafting bids, which can result in more consistent client wins. As you…
6 Best Zoho Alternatives for 2020
Zoho CRM is a leading CRM software with features that include contact and lead management as well as HR functionality and social media integrations. However, it’s not always the best solution given its size and complexity. In this article, we found the six best Zoho alternatives based price, features, and functionality, arriving at the best…
9 Top Sales Productivity Tools Every Salesperson Should Use
Sales productivity tools help keep your team focused on the most important tasks and activities, regardless of your company size or industry. From managing customer relationships, to scheduling and holding meetings, and keeping in touch with your team, here are nine productivity tools that are a must-have for every sales team. Top 9 Sales Productivity…
Top 9 Lead Generation Strategies
Lead generation strategies are the ways you attract new leads and move them into your sales funnel. They are how you build interest in your product and convert that interest into customers. Because every business is different, having a strategy for generating leads that fits your audience will help you be more effective at winning…
17 Sales Apps Every Salesperson Needs On Their Smartphone
Salespeople live on their phones, making it important to have the right mobile sales tools. From customer relationship management (CRM) software to sales apps that help you find leads, build presentations, or research what’s happening with your customers, we put together a list of the best sales apps to help you be more productive. In…
What is Market Share & How to Calculate It
Market share is a measurement of the percentage of an overall customer base an individual business has captured. Calculating market share for your company involves dividing the total sales for your company during a given period by the total amount of sales for a market—usually expressed in dollars—telling you how much you control. One of…
Lead Qualification: Definition & How It Works
Lead qualification is the process of identifying, organizing, and nurturing incoming leads so you can focus your efforts on those that are best suited to the products your business offers. It involves collecting leads, evaluating them, and moving them through your marketing and sales process in order to produce the highest-quality prospects to pursue. Customer…
Customer Segmentation & Why It Matters to Your Business
Customer segmentation is a strategy for grouping customers based on similar characteristics like location, market, demographics, or value. It helps sales organizations identify commonalities among those accounts and can provide insight on which businesses to devote time and resources to, allowing them to focus their efforts where they will be most effective. Using a customer…
7 Free Estimate Templates to Help You Win More Deals
An estimate template is a reusable form that can be sent to customers to provide a breakdown of the costs associated with a project or product purchase. Estimates should include both the materials and labor involved, and these templates are designed to be easy to use for a variety of businesses. is a customer relationship…