A dial-by-name directory is an automated system within your phone service. It lets users search your employee directory by first or last name to find their desired contact and reach their individual extension. This connects callers to contacts more quickly by saving them from having to navigate through a phone tree. Best of all, it…
6 Best Sales Management Software Options for 2021
Sales management software helps sales managers direct team efforts by tracking metrics, guiding activities, and monitoring performance. We evaluated dozens of options and narrowed it down to the top six. We evaluated them using key criteria such as activity tracking, monitoring, lead scoring and assignment, affordability, and ease of use to identify the best options….
6 Best CRMs for Mailchimp Integration 2020
Integrating your CRM with Mailchimp allows you to create email campaigns that laser-target your prospects. Mailchimp is one of the most widely used email marketing platforms for small businesses, so we took a deep dive into which CRMs offer the best integrations in 2020. We looked at dozens of CRMs based on features, price, and…
How to Run an Effective Sales Team Meeting in 7 Steps
A sales team meeting is led by the sales manager and brings together the people responsible for delivering your business’ sales objectives to review progress and priorities. Getting the format, frequency, and content of these meetings right can make the difference between achieving your sales revenue target or failing to deliver and putting your business…
How to Prepare a Sales Contract in 7 Steps (+ Free Template)
Preparing a sales contract is one of the most important steps in the sales process. It involves making sure that you clearly define the customer needs, agree on a solution, establish terms, and address any outstanding issues. Doing this effectively makes all the difference in closing the deal and building a successful customer relationship. 1….
How to Craft a Consulting Proposal That Wins Clients (+ Template)
An effective consulting proposal is one that clearly articulates the customer’s needs and provides a personalized solution that addresses those needs in an easily digestible format. Since consulting proposals require time and effort, templates ensure critical information and best practices aren’t forgotten when crafting bids, which can result in more consistent client wins. As you…
Call Transfer: What It Is & How to Do It
Call transfer is a type of call handling and an integral part of any phone system. This capability allows you to forward calls to different extensions or departments to route callers to the party that they are trying to reach. However, the process of transferring a call will vary depending on the kind of phone…
Best CRMs for Manufacturing: A Comparison Guide
Manufacturing companies use customer relationship management (CRM) software to track and document the sales process as well as manage customer interactions. However, manufacturers also need CRM features that are up to the task of tracking inventory, invoicing customers, and managing projects. We reviewed a variety of CRMs to learn which are best for the manufacturing…
Number Porting for Businesses: The 5-Step Guide
Number porting is the process of transferring a phone number from one service to another. The terminology makes the process seem overly technical and complicated. However, in reality, modern business telephony services make it relatively easy to take your old number wherever you go, as long as you stay within the same geographic area. Most…
How to Use RingCentral & Snap Recordings
RingCentral is a full voice-over-internet-provider (VoIP) telephone service for businesses. Beyond the capability to make and receive telephone calls, RingCentral offers features like business SMS texting, internet faxing, and a robust auto-attendant. This last benefit can also be configured for an even more customized caller experience thanks to RingCentral’s partnership with Snap Recordings, a professional…
Top 11 Sales Training Ideas: Resources for Sales Teams
There are many different types of salespeople who work in a range of industries across the world, and there’s no one magic secret to training them to do their best work and win the most customers. However, as a sales manager, it’s critical to invest in continual training and development for your sales team. This…
How to Connect Zoho CRM & RingCentral in 3 Steps
Zoho CRM is a customer relationship management (CRM) software that helps users keep track of trends, manage contacts, and nurture leads. RingCentral is a highly rated, voice-over-internet-protocol (VoIP) phone system that supports a number of powerful integrations, like its app (called Zoho for RingCentral). This app is simple to install and makes it easier for…