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 team, establishing goals and objectives, identifying data to migrate, integrating…
How To
How to Start a Business Blog (+ Blog Ideas That Make Money)
There are seven steps on how to start a business blog that makes money. First, decide what type of blog to start and which monetization ideas to include. Then choose the best platform, get a domain name, design your site, and add blog content. Next, drive traffic to your business blog so that it makes…
How to Make a Sales Pitch in 7 Steps + Examples
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 lead to the next stages of the buying process. In…
How to Create a Restaurant Website in 5 Easy Steps
You can create a restaurant website to promote your restaurant and reach more local customers in five easy steps. First, choose the content management system with the features and tools you want for your site. Then create an account, select a template, and customize it to fit your business. Once it’s ready to go live,…
How to Start Setting Sales Goals in 5-steps (+ Free Template)
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 them to your team. Learn how to set sales goals…
How to Get Referrals & Generate Quality Leads
A referral is an act of recommending a business, product, or service to new prospects. Leads generated through referrals are more likely to convert because they are already qualified. Small businesses also benefit from referrals by cutting the time they spend on cold calling, thereby reducing their sales expenses and sales cycle. Maximize your ability…
How To Void a Check in QuickBooks Desktop
In this tutorial, you’ll learn how to void a check in QuickBooks Desktop for bill payment checks and payroll checks already issued but not yet cashed or deposited. We’ll also cover the instances when you should void a check. This tutorial is more useful if you follow along in your QuickBooks Desktop account. If you…
How To Use Lead Scoring To Increase Conversions & Revenue
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 those most interested and qualified to make purchasing decisions. In…