Free Resources

A vast majority of small businesses are missing the benefits of live chat software that can help increase productivity, customer satisfaction, and sales. See how with these live chat statistics. Live chat is a customer service tool that human support representatives use to provide real-time, immediate

A customer profile, also called a consumer profile or client profile, is a document that shows the data of a lead who is likely to buy your product or service. Sales teams can create client profile templates to improve lead generation and qualification, increase customer

Personal selling involves direct communication via phone, email, or video conference, or in person between a sales rep and a prospect or potential customer. Salespeople must have an in-depth understanding of the personal selling process to handle objections quickly, build strong relationships, and reduce churn—which

Your unique selling proposition (USP) explains why customers should choose your company, service, product, or brand over its competitors. Specifically, it’s a value, product, feature, or benefit of doing business with you that others don’t offer or can’t provide nearly as well as you. In

Customer relationship management (CRM) software helps sales teams track leads, contacts, and opportunities. However, if you want to use a simpler tool to do these things without the advanced functionalities and automation, you can also set up your own client tracker using a Google Sheets

Creating a formal customer service program starts by identifying your customer’s needs and your company’s weaknesses. This then allows you to plan a strategy to address both while devising a system for evaluating results. In this article, we discuss the steps to develop a more

Lead tracking is storing, organizing, and updating prospect data and sales activity information. To perform this process, you’ll need a sales leads tracking tool and then start by defining the types of data you want to collect. Once that’s established, keep the information updated as

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

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

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

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

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