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…
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…
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…
7 Techniques for Building Rapport with Clients in Sales
Rapport building with clients means developing a friendly connection that makes them comfortable with you as you establish a relationship. It is one of the most important skills for salespeople and is the foundation for building a successful relationship since people are more likely to do business with people they like and trust. Using a…
B2B Sales: The Ultimate Guide to Business-to-Business Selling
Business-to-business (B2B) sales is the process of selling to another business instead of to consumers. In general, it includes a more involved relational and consultative sales process, along with a longer sales cycle, as opposed to the transactional sales process that is more common with business-to-consumer (B2C) sales. How Business-to-Business Sales Works B2B sales works…
128 Helpful Customer Service Quotes From the Pros
Every good company wants to provide excellent customer service, but it’s not always easy to balance that with other business needs and goals. Sometimes, it can help to get inspiration from what others have found to be true. We’ve asked customer service experts to share with us quotes that their team lives by. The list…
What is Cross-Selling: Definition, Principles & How to Use
Cross-selling is a strategy used by salespeople to increase the overall value of a sale by suggesting additional products or services that complement the existing purchase. It is commonly used in retail sales but also has become common in B2B sales as well as service-based industries like professional firms and agencies. One of the best…