A sales funnel is a visual representation of a customer’s journey, from the awareness stage to a purchase and continued loyalty. The top of the sales funnel represents the customer as an unqualified lead, while the bottom indicates they’re ready to buy. Here we provide a sales funnel template with examples to create your own….
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Cold Calling – A Beginner’s Guide for Small Business Owners
Cold calling is an essential sales activity that generates new customer revenue, helping your business grow. While some salespeople relish the chance to pick up the phone and win a new client, others find it challenging and frustrating. Here we demystify cold calling with simple step-by-step instructions to make your calling more successful. What Is…
6 Best WooCommerce CRM Software for 2019
A WooCommerce CRM integrates with the WooCommerce software platform and helps ecommerce entrepreneurs manage and grow customer relationships to increase sales. We examined several options and came up with the top six providers using criteria like ease of use, affordability, support, and WooCommerce-specific features like ecommerce analytics, order management, and ecommerce marketing tools. Top 6…
Automatic Call Distribution: Definition, Costs, Benefits & Providers
An automatic call distribution (ACD) system is software that can answer your incoming calls and route them to a menu, a call group, or a single extension. It can also route calls based on the caller’s time, language, and other factors, making it especially helpful for call centers and other environments with high call volumes….
Sales Email Templates & Examples That Actually Get Read
A sales email template, or standardized text designed to be used again and again with minor customization, helps reduce the risk of messages being sent without critical components such as your unique selling position or call to action. In addition, it is also a great tool for ensuring a team’s messaging is uniform. Free Sales…
What is HD Voice Calling? Definition, Features & Providers
High definition voice (HD voice) is a technology found in modern telephones that provides clearer, more natural sounding audio when compared to traditional phone systems. This benefits virtually any user that wants to better understand their phone conversations and the feature is found in most modern voice-over-internet-protocol (VoIP) systems for no additional cost. What Is…
How to Set Up Insightly in 7 Steps
Insightly is an intuitive customer relationship management (CRM) software ideal for small businesses that want to combine both sales and project management. Setting up the CRM includes understanding its hierarchical structure, constructing a solid foundation with sales functions such as leads, opportunities, and pipelines, creating security permissions, and building custom reports and dashboards. 1. Learn…
Free Fax Cover Sheet Templates – PDF, DOCX, and Google Docs
A fax cover sheet is placed at the front of a fax and contains information like the date and the sender and recipient’s name. While cover sheets aren’t required, they’re a good idea to make sure faxes aren’t misdirected. To help, we’ve created free templates to download and customize along with tips for business faxing….
6 Best Online Fax Services for 2019
Online fax services allow you to avoid the traditional fax machine and send faxes directly from your computer or smartphone. Common features include a monthly allowance of pages, document encryption, and compliance features. We evaluated several services and narrowed them down to the best six based on their ability to serve small businesses. Top 6…
6 Best Call Tracking Software for 2019
Call tracking software allows you to identify where your inbound phone leads are coming from, whether it’s a print ad, online ads, or link from another website. We looked at a variety of call tracking software and compared them by price, features, and ease of use to determine the top six, including a best overall….
Call Logs: Definition, Cost, Features & Providers
Call logs are records of conversations kept as a way to track follow-up calls to prospects, document customer issues, and serve as a historical reference point for future conversations or kept for compliance purposes. Call logs can also be used as a performance measurement device to manage the efficiency of your company or call center….
What Is a CRM Dashboard? Definition, Cost, Features & Providers
A CRM dashboard is a feature of most customer relationship management software that provides at-a-glance reporting on important sales activities and performance metrics. It helps sales professionals by providing a quick look at the health of their sales pipeline and an overview of the tasks and activities they need to focus on next. is a…