Sales dashboards are customizable reports that compile sales and company data into convenient snapshots that help track sales performance and plan sales activities. These dashboards can be customized to your specific needs and are typically created using a CRM. Examples of Sales KPI Dashboards We created nine example sales management dashboards that show you how…
The Ultimate Guide to Customer Experience Management
Customer experience management (CXM or CEM) helps businesses track, analyze, and refine the way people interact with their brand to increase overall customer satisfaction. It begins as a concept (“are we delighting our customers?”) that’s followed by a series of activities (“how can we be sure?”). Well-executed CXM is an ongoing process of constantly reassessing…
6 Best Predictive Dialer Software
Call centers make thousands of calls per day, making predictive dialer software a commodity in these kinds of environments. Predictive dialer software will dial telephone numbers in bulk, saving agents time while preventing misdialing and reaching many more clients daily than by manually dialing phone numbers. How We Evaluated Predictive Dialer Software While the majority…
6 Best Call Monitoring Software
Call monitoring software provides the ability to record conversations, log call data, and allow managers to listen in on call activity over your network. This information can be used for reference, quality assurance, or to make better staffing and scheduling decisions. We looked at the best call monitoring systems on the market and evaluated them…
Account Manager vs Account Executive
Account managers (AM) and account executives (AE) are both an important part of an effective sales strategy. Simply put, AEs bring in new business and are often referred to as “hunters,” while AMs take care of existing business by “farming” the existing client for retention and additional opportunities. Both roles fall into the sales function…
The Ultimate Guide to Understanding the CRM Process
The CRM process consists of activities that grow relationships with existing customers or new prospects. CRM means nurturing and expanding customer relationships while moving prospects through the sales pipeline. CRM is a process that takes place internally within your company but directly impacts the experience of the customer. Ensure the success of your customer relationships…
Visual Voicemail: What It Is & How to Use It
Visual voicemail is the capability to read a transcript of your voice messages, which is handy for anybody who wants to save time by scanning missed messages for critical information instead of listening to the full-length recording. This ability can be helpful for companies and businesses, but also for everyday use as well. How Visual…
Free Sales Tracking Software
Whether you’re working on 10 deals at once or starting a business, sales tracking software helps you stay on top of sales numbers. If you’re still using spreadsheets to manage customers, it may be time to modernize sales operations. We’ve identified a number of free versions and trials of sales tracking software that can help…
How to Increase CRM Adoption by Your Team
Implementing a customer relationship management (CRM) tool for your business can be both exciting and challenging. While a new CRM has the potential to better manage growth and accelerate workflows, adopting new software often requires team members to learn new procedures that can upset established daily routines. In fact, according to CIO Insights, a mere…
9 Great Tips for Training a High-Performing Sales Team
Sales managers and CEOs are ultimately responsible for the success of their sales teams. Getting quality talent in place is one thing, but making sure your sales training methods give your team the tools, resources, and knowledge to effectively prospect leads and close sales is critical to building a successful sales business. 1. Create a…
Business Networking: What Is It & Tips for Success
Business networking is the act of forming relationships to improve your company—from finding clients to discovering new suppliers to meeting government officials. The key word is “relationships.” Think of networking as a passive way to form relationships slowly, not as an aggressive way to hunt for new customers. Why Should You Do Local Business Networking?…
6 Best Video Conferencing Software
Video conferencing software has become more important than ever in today’s world, for both personal and for business purposes. It’s ideal for people to stay in contact with loved ones through video chatting, but it’s also the perfect solution for businesses with remote workers. We looked at six of the top names in video conferencing…