sales crm

Sharpen Your Sales Force by Using SMART Goals

A young boy dressed as a businessman sits at his desk smiling as there is some good business happening. He sits at his desk with retro computer and phone.

Successful salespeople rarely credit their organizational skills for their accomplishments but instead consider their art of persuasion to be their strongest asset. Yet those same people readily acknowledge that being organized, motivated, and able to multitask will do wonders to boost their closing rates and overall success. Many sales managers have found the SMART goals … Continue reading

4 Excuses Salespeople Give For Not Using a CRM

CRM Excuses

Salespeople CRM Excuses – Salespeople can be finicky, but you don’t want them any other way. After all, they are the divas of your company, setting their own schedules and driven by results instead of sitting at their desk waiting for the whistle at the end of the shift. That being said, you still want … Continue reading

Keep the Conversation Going

Can you hear a pin drop when you stop talking in meetings with customers?  How can you get the customer engaged in a meaningful conversation and keep it going? Watch this short video by Sales and Marketing strategist, Steve Yastrow: Customers are so busy that it’s difficult to get and keep their attention.  Personalizing your … Continue reading

What’s the Goal of your First Meeting?

You’ve got an appointment!  Now, what’s the goal for the meeting?  Spoiler Alert:  It’s not to close the deal! If you’re monologuing at customers and walking away disappointed, watch this short video by Sales and Marketing strategist, Steve Yastrow: The real goal of the meeting is to build the relationship with the customer. Three things … Continue reading

Retail vs. Wholesale Mortgage CRM Systems

business crm touchscreen

Retail and wholesale mortgage brokers are in the same industry, so it would stand to reason that their needs would be similar. In fact, the needs of these two groups are quite different. Most CRM systems are designed for retail mortgage brokers. It emphasizes loan submission and processing in service of individual clients. Wholesale mortgage … Continue reading

Catch Buyers Lying with Sales CRM

Sales CRM catches customers lying

It’s easy for salespeople to see themselves as the conduit for all information instead of the sales CRM, marketing messages and other sources.  It’s almost impossible for a salesperson to fully appreciate how much information the customer is presented with online and how that “colors” their perspective. Retargeting is a relatively new trend that has … Continue reading

2017 Sales Goals – Is Your Team On-Board?

sales goals 2017

Do your salespeople have goals for 2017?  Whose sales goals are they, theirs or yours? If your sales team hasn’t taken ownership of the goals you have for them, then you’re in trouble. If they don’t have the means to tie their daily activities to those goals and measure their progress, then expect things to … Continue reading

The Ideal CRM Implementation Plan

Ideal Online CRM Implementation Plan

There are hundreds of CRM solutions available with a vast array of features for every type of user, industry and situation.  Yet half of CRM implementations fail to reach the goals management has for the CRM system. In most cases, CRM failure comes in the planning and implementation.  Too often, executives expect the CRM to … Continue reading

Essential Sales Metrics for Your Dashboard

Sales Metrics for Your CRM Dashboard

Everyone wants a sales dashboard, but what should be in it? Many online CRM solutions come complete with out of the box dashboards, but sales managers quickly find this generic information not specific enough to be actionable.  What you define as a lead will not be the same as for the next sales team. What … Continue reading

I Don’t Need No Stinkin’ CRM

Don't Like CRM

…. Or Why Your Sales VP Just Quit It happens every day.  A growing business hires a sales leader from outside to “take us to the next level”.  The new guy or girl walks through the door ready to share their experience.  That’s a big part of why they were hired.  The business’ leadership is … Continue reading

Top