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Viewing 1 - 12 of 57
Customer service problems and how to resolve them.

September 4, 2023

12 Common Customer Service Problems & How to Resolve Them

Email templates

Customer service problems can harm your business, affecting customer satisfaction, trust, and loyalty. Some of the most common issues in customer service are slow response time, rude communication by the support staff, and lack of real-time engagement. Continue reading as we discuss the reasons for
Businessman talking on phone.

July 19, 2023

7 Best Places to Buy Business Leads in 2023

Free Template

Leads are the lifeblood of a successful sales operation. Without a large pool of potential buyers filling your pipeline, you won’t be able to consistently close new deals and generate revenue. While small businesses can conduct their own online research to find contact information for
In the notebook is the text of Customer Relationship Management, next to a pencil and glasses.

June 9, 2023

The History of CRM From the 1950s to Today

Free Template

The term customer relationship management (CRM) came about in the 1980s, but the process of managing customer data started long before. The early days of the CRM evolution simply involved filing customer profiles on paper. In this article, we’ll travel through time to learn about
How to create an efficient and effective sales process.

May 15, 2023

How to Create a Sales Process That Wins (+ Free Template)

Free Template

A sales process is the cycle of recurring steps your business uses to obtain leads and make a sale. Your company's unique selling process should align with your sales pipeline and funnel, generating a roadmap for your sales team to follow. Here, we teach you
Businessmen and businesswomen climb up to reach goal

May 12, 2023

How to Build a Sales Culture for High Performance in 10 Steps

Free Evaluation Form

A positive, transparent, sales-driven culture is vital for keeping small business teams engaged in the business' overall success—regardless of their role within the company. Building the framework for a positive selling culture starts with offering incentives for aggressive yet achievable performance. It also involves developing
Working on sales reports.

May 8, 2023

How to Create an Effective Sales Report (+ Free Template)

Free Templates

Sales reports provide business activity and performance information to make operational adjustments and strategic decisions. Creating effective reports involves identifying objectives, audience, and time frame, then pulling information from your sales data sources for analysis. In this article, you’ll learn how to create a sales
Hands on laptop keyboard and images of emails going out of the laptop

May 5, 2023

17 Sales Follow-up Email Templates for 2023

Free Templates

Follow-up sales emails are used to reconnect with older prospects, nurture current leads, or respond to someone who has expressed interest in your products or services. By creating and saving sales follow-up email templates, users can quickly insert relevant information in proven templates instead of
A man looking through binoculars.

May 3, 2023

What Is Sales Forecasting? Definition & Methods (+ Free Template)

Free Templates

Sales forecasting is the estimated revenue your business expects to generate and the number of customers it will serve during a specific time period. These estimates come from analyzing historical trends, forecasting opportunity conversions, or relying on your team's existing sales knowledge. In this article,
CRM Management Analysis Service Concept

May 2, 2023

10 CRM Best Practices for Small Business in 2023

Free eBook

Customer relationship management (CRM) software offers tools for sales teams to store contact data, track sales deals, and engage leads from one system. They also help businesses design and deploy marketing campaigns and manage customer service activity—allowing them to improve customer acquisition and retention. To
Woman showing a report on her laptop

April 20, 2023

How to Give Product Demos That Sell + Script Examples

Free Sales Scripts

Product demonstrations (demos) are a key component in the sales process that let leads see your product in action. They require lead qualification, formal invites, an organized agenda, and a focus on your product’s value and uses to be effective. By doing so, demos build
A finger pressing the "Generate Leads" button.

April 5, 2023

How To Generate Leads in Sales in 6 Steps (+ Free Template)

Free Templates

Lead generation involves trial, error, and testing to see what works best for your unique business. That’s why following a particular process on how to generate leads in sales is crucial. It ensures you cover all your bases and measure the effectiveness of your activities.
The Businessman and the clients sign the sales contract.

March 29, 2023

How to Make a Sales Contract in 7 Steps (+ Free Template)

Free Templates

A sales contract is a formal document detailing the pricing, scope of work, deliverables, timelines, and service terms for a customer to agree to and sign. Preparing one requires establishing an offering for the customer, setting the price, and indicating the terms associated with the
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