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9 CRM Statistics You Never Knew You Needed to Know

By Lisa McGreevy on December 18, 2020 | Listicle, Sales

Customer relationship management (CRM) software is considered an asset to busy sales professionals. It’s not a panacea for every pain point sales teams encounter, but a good CRM system centralizes customer data and helps agents surface the right information at the right time. Of course, its success lies in how often—and how well—the platform is…

9 Effective Introduction Business Email Templates

By Jess Pingrey on December 17, 2020 | Sales, Sales Process, Templates

An introduction email is a message you send to a prospect with the purpose of introducing yourself and eliciting a specific action, such as scheduling a meeting or call. We’ve included nine business templates salespeople can send to ensure that their specific message is communicated effectively and increases the chance of a response. Business Introduction…

17 Ways to Generate B2B Sales Leads for Your Business

By Jess Pingrey on December 17, 2020 | Sales, Sales Process, Tip List

Sales leads are potential future customers often referred to as customer prospects. B2B sales leads enter at the start of the sales process and are crucial to maintaining a healthy sales pipeline. Let’s take a look at some of the most effective ways to generate sales leads for your small business. 1. Purchase Business Contact…

6 Best Google CRMs for 2021

By Lisa McGreevy on December 17, 2020 | Buyer's Guide, Sales, Sales Tools

A Google customer relationship management (CRM) solution allows sales teams to store Google documents or automatically track Gmail conversations within the CRM. We compared a variety of Google-enabled CRMs, and narrowed it down to the six best platforms based on Gmail, Google Calendar, Google Maps, and Google contacts integration. The top six CRMs for Google…

A Quick & Simple Guide to HD Voice Calling

By Robert Watts on December 16, 2020 | Sales, Sales Tools, What is

High definition (HD) voice calling is a term used to describe a phone technology that reduces background noise while supporting a wider audio band or broader octave scale. This results in crisper, clearer, and more natural sounding calls. While most mobile service carriers offer HD voice calling, it is also a feature of the best…

Free VoIP Speed Test: How Fast Is Your Network?

By Robert Watts on December 16, 2020 | Sales, Sales Tools, What is

Learning your internet connection’s speed helps you decide if a voice-over-internet-protocol (VoIP) phone system is right for your business. Use our free tool to check your internet’s performance with a VoIP speed test. You can measure your ping, internet, and jitter speeds to determine how many lines you can add to your system. Once you…

VoIP Gateway: What It Is & How to Use It

By Robert Watts on December 16, 2020 | Sales, Sales Tools, What is

A voice-over-internet-protocol (VoIP) gateway is a hardware device that converts calls between an internet-based IP network and traditional copper-based landlines so that voice data can be transmitted. This saves businesses the cost of upgrading existing phone hardware while still allowing them to make use of VoIP-based business phone systems. How a VoIP Gateway Works VoIP…

How to Create a Customer Profile (+ Free Template)

By Jess Pingrey on December 15, 2020 | Account Management, Sales, Templates

A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. They help bolster your marketing efforts by determining the best messaging, offers, products, and services to deliver to attract your ideal client….

GoDaddy SmartLine vs Google Voice: Which Is Better for Small Businesses?

By Robert Watts on December 15, 2020 | Sales, Sales Tools, Versus

godaddy_smartline_vs_google_voice

GoDaddy SmartLine and Google Voice are leading low-cost business phone services for small teams and solopreneurs. Google Voice provides more traditional voice-over-internet-protocol (VoIP) services with features like landline compatibility and call recording, while GoDaddy SmartLine delivers a trimmed down, minimalist solution by providing a basic app that gives your phone a second number to separate…

Voicemail Drop: What It Is & How to Use It

By Robert Watts on December 14, 2020 | Sales, Sales Tools, What is

A voicemail drop is when a prerecorded message is sent directly to your lead or customer’s voicemail box. The process can be done either by sending ringless voicemail messages (RVM) through a service or through a similar manual direct-to-voicemail interaction. In either case, your client’s phone doesn’t ring. Instead, they’ll simply get a notification that…

Call Handling: What It Is & How to Use It

By Robert Watts on December 11, 2020 | Sales, Sales Tools, What is

Call handling refers to the process of managing inbound and outbound telephone calls. It can be used to automatically route callers to call center agents or your sales team, to provide callers with directory menus, or provide the answer to frequently asked questions. Even better, call handling-enabled services ensure your clients never get a busy…

How to Improve Sales Targeting With Customer Profiles & CRMs

By Jess Pingrey on December 11, 2020 | How To, Sales, Sales Management

Sales targeting is a management strategy that helps you prioritize efforts around the deals most likely to result in sales. However, for it to work, you must first be able to identify your top leads. Customer profiles and customer relationship management software (CRM) are great tools to help you recognize leads with the most potential,…

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