Reporting capabilities are one of the most valuable customer relationship management (CRM) features. Reports pull all of the information your team spends so much time amassing and allows you to derive actionable business insights from it. CRM reporting’s usefulness goes beyond simply tracking sales; the insights they provide help you operate faster and smarter. Let’s…
The Top 18 Sales Training Program & Courses
Today’s sales professionals face an increasing amount of competition in every industry. To close more deals and generate revenue, salespeople must hone their prospecting, pitching, relationship building, overcoming objections strategies and other selling skills by investing in the best sales training programs. The most effective salespeople make training and professional development a continuous process of…
Best Unified Communications Platforms for Your Small Business
You’ve probably jumped on a Zoom call or instant messaged a co-worker online. There’s a good chance you’ve attempted to do both at once by opening different applications or tabs in your web browser. Unified communications (UC) puts all conversations into one spot for easy access from anywhere. What Is Unified Communications? Unified communication is…
The Complete Guide to Sales Operations
Sales operations are the processes and systems that enable a sales team to effectively generate leads, manage relationships, and generate new customers. They help sales teams streamline the sales process by doing things such as developing sales strategies, creating compensation plans, and training team members. Sales operations can be broken down into the various activities,…
6 Best Services for VoIP International Calls
One of the best features about today’s leading voice-over-internet-protocol (VoIP) systems is that they offer affordable, if not outright free, calling to international numbers. We looked at the best international calling services on the market and evaluated them based on cost, features, and usability. We then narrowed the selection down to the best six providers….
8 Phone Tree Template Examples for Small Businesses
Phone trees are written diagrams for your voice menu and are designed to visualize the way in which your phone system will route incoming callers and can be used to plan outgoing call routes for multiple numbers simultaneously. Using a phone tree template for your business phone system can be as easy as copying a…
6 Best Microsoft Teams Alternatives for 2021
Microsoft Teams offers free and paid plans to help remote workers stay connected. However, teams working outside of the Microsoft 365 platform may be better off with another option for communication. Therefore, we looked at various team chat and collaboration tools that provide similar user-friendly features, comparable per user prices, and clear video calling to…
How to Create a Sales Plan in 7 Steps (+ Free Template)
A sales plan is a document used to establish sales objectives and develop strategies necessary to achieve them. Typically, this document establishes a plan for revenue growth and other measurements of success. Sales plans consist of sections outlining goals, identifying key customer attributes, and listing necessary strategies, tools, metrics, and estimated expenses. Start With Our…
13 Sales Follow-up Email Templates for Any Situation
Sales follow-up emails are email messages that engage a lead at different stages in the sales process. These messages work to build trust and understanding while reminding prospects of your company benefits and give a reason to continue the conversation. Email templates, such as the ones we have created below, help salespeople follow up quickly…
How to Write an Effective Sales Email in 7 Steps
The most common mistake in writing a sales email is making it too long. We forget that our prospects—like us—are busy people. Chances are they’re glancing at your message for a few seconds, on their commute, or in between meetings. Too long—and the email will get skipped. Knowing how to write an email that has…
10 Sales Stats You Need to Know & Why They Matter
As any seasoned salesperson knows, the sales climate is always changing. There are tried-and-true techniques, but depending on the market, economy, and competition, you always have to adjust. We’ve compiled 10 relevant sales statistics along with key takeaways sales leaders can incorporate into their sales management strategies today. 1. If you have less than 50…
Call Tracking: What It Is & How to Use It
Call tracking gives you the ability to trace a call’s source and determine where it came from. Businesses can use phone call tracking as an especially helpful tool in terms of lead nurturing; it is easier to see which advertising methods are working the best and which outlets your clients are using to contact you….