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Viewing 121 - 132 of 136
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Vector of circles of people.

February 14, 2023

Sales Targeting: 6 Steps to Improve Your Sales Strategy

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Sales targeting is a strategy for prioritizing the deals, leads, or sales prospects most likely to convert, or which are most profitable for your business. The idea is to optimize the efforts, resources, and time spent on sales and marketing activities to get the best
Course training on CRM

January 20, 2023

CRM Team Training in 7 Steps for Small Business

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Maximizing the use of customer relationship management (CRM) software is only possible when team members know how to use its various functionalities. It is crucial they understand how the use of the tool fits into their day-to-day business processes. In this guide, we share seven
CRM note idea

January 5, 2023

How to Create a CRM Strategy in 6 Steps (+ Free Worksheet)

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A customer relationship management (CRM) strategy is an organization’s plan of action to leverage available customer data to improve their relationship. Successful implementation of CRM strategy requires reviewing your business strategy, mapping your customer journey, understanding your team dynamics, and selecting the right tools needed
A team planning for Social Media marketing

December 29, 2022

How to Make a Social Media Plan in 5 Steps [+ Free Template]

Free Social Media Plan Template

Creating a social media plan is essential for success on social networks as it allows you to save time and avoid mistakes when posting on platforms. To make one, set campaign goals, define your audience, and analyze the competition. Set your campaigns up for success
A man in his office happily reading a message on his smartphone.

December 22, 2022

How to Write a Cold Email in 6 Simple Steps

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Cold emails are marketing emails you send customers who have no previous connection with your brand to build a relationship with them. Success with cold emails hinges on your ability to entice the recipient to open and read your message and respond positively to your

November 29, 2022

8 Steps to Creating a Sales Onboarding Plan (+ Free Checklist)

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Sales onboarding helps equip new sales reps with the knowledge and tools needed to be productive and engaged with your organization. Effective onboarding plans cover various topics, from company-wide policies and proper employee orientation to sales department-specific information. We’ll walk you through the eight components
man writing

November 28, 2022

Overcoming Objections in Sales: How to Address Common Concerns

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A sales objection is any reason why a lead does not wish to move forward to the next stage of the sales process, and is an inevitable and natural part of selling. Sales reps who aren’t fully prepared may doubt themselves or give up too
Young businessman drawing customer relationship management process concept.

September 22, 2022

How to Choose a CRM System (+ Free Template)

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An excellent customer relationship management (CRM) system helps businesses efficiently manage customer data and streamline sales processes. However, choosing the right provider entails a careful decision-making process to maximize your time and financial investment. Various aspects, including pricing, features, ease of use, and your own
CRM implementation concept.

August 26, 2022

How to Ensure an Effective CRM Implementation (+ Free Templates)

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Customer relationship management (CRM) implementation is the process of setting up and deploying CRM software. While most CRM tools designed for small businesses have a plug-and-play nature, careful planning and rollout increases the likelihood of its proper use. Implementing your CRM includes setting up a
Salesman and customer handshaking after a successful deal.

August 19, 2022

How to Make a Sales Pitch in 7 Steps + Examples

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A sales pitch is a brief explanation or conversation used to get a potential customer interested in your products and/or services. These “propositions” help businesses generate qualified leads by carefully gauging interest while articulating a clear value with a call to action that moves a
Businessman setting sales goals.

August 11, 2022

How to Start Setting Sales Goals in 5-steps (+ Free Template)

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Setting sales goals provides a roadmap for establishing measurable, achievable objectives needed to meet your revenue and growth goals. It entails determining your break-even point, identifying your desired profitability, and setting sales objectives. You should also incorporate target revenue into your sales goals and communicate
Lead scoring text with data graph.

August 2, 2022

How To Use Lead Scoring To Increase Conversions & Revenue

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Lead scoring aims to prioritize your sales activities by focusing only on opportunities with the best chance of converting into customers. By establishing customer fit and interest criteria, setting a point system, and applying it to current deals in the pipeline, you gear effort toward
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