All Sales Articles - Page 3

Sales dashboards are customizable reports compiling 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 customer relationship management tool (CRM), although it’s possible to create one manually using spreadsheet software or something similar….

A sales report is a summary of data displayed in a way that shows business owners how their teams and campaigns are performing. Common types of sales reports include sales activity, revenue, and leaderboards, which can help businesses target and measure the right goals and are created using spreadsheets or customer relationship management (CRM) software….

Voicemail transcription is a voice-over-internet-protocol (VoIP) business phone feature that converts audio voicemail messages into text transcription to read in your email inbox or smartphone messaging app. It may be a standalone feature or bundled into visual voicemail. Either way, both are easy to activate in the user settings section of your system’s dashboard. Nextiva,…

Big businesses know how to create buzz around their new, up-and-coming products. And as a small business owner, you will need your own prelaunch marketing strategy to boost sales for your new products. These tips from our business experts will show you how top brands build audience excitement even before the big product launch. Here…

Consultative selling is a sales technique that involves seeking to understand a customer’s circumstances, market, and industry to best provide solutions that add value and solve their specific problem. It seeks to serve your customer by asking open-ended questions, understanding needs, and positioning products and services that are best suited to that customer. You can…

A sales process is the sequential steps needed to acquire customers and close deals. It’s created by documenting each step, commonly called pipeline stages, customizing each stage for your business, and mapping out the entire process. The sales process is important because it creates a roadmap for sales teams to consistently close deals. Using a…

Ooma and RingCentral are two leading business phone systems that provide unlimited calling, automated attendants, and other features. Most businesses will want to go with Ooma, as it comes at a substantially lower price. However, larger companies looking for advanced features like video conferencing might find RingCentral to be a better fit. When to Use…

Customer relationship management (CRM) certifications provide verified proof an individual has taken time to develop skills and experience with specific CRM software. Some involve courses and exams, while others are simply a status for consultants who setup software for clients. We looked at dozens of options to provide you with 2019’s top six CRM certifications….