Sales & Marketing Alignment Convince Your Boss to Choose the Right CRM Customer Relationship Management software should be an essential tool for better communication with your team and customers—and for faster, smarter revenue growth. Try SalesNexus free for 14 days. No credit card. Full-featured CRM + marketing automation. Start Free Trial → CRM should centralize […]
Retail and wholesale mortgage brokers are in the same industry, so it would stand to reason that their needs would be similar. However, the needs of these two groups are quite different. Most CRM systems, specifically wholesale mortgage CRMs, are designed for retail mortgage brokers. It emphasizes loan submission and processing in the service of individual clients. […]
CRM software is a great business tool. Among other things, it allows your staff to be up-to-date on all customer information. It measures your sales activities in real-time. Moreover, It measures the return on investment of your marketing and ad campaigns. It helps your sales team stay focused on good sales opportunities and so much more. […]
Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to […]
CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters. If it hasn’t happened to your business yet, just wait… it will! No matter how hard we try to avoid it, life happens and it’s not always good. There are a few things that can happen to […]
Are you hiring sales people? Are you nervous about how to on-board them and teach them the processes that lead to success? Has your company’s past sales training process consisted mainly of a few days of product training and a list of potential customers and a pat on the back? Have you decided it’s time […]
Are you building your inside sales team? You’re not alone, across industries and markets, new inside sales teams are growing and outside teams are shrinking or accepting completely new roles. Undoubtedly, there is some friction between the old pros, the traditional outside sales people, and the new inside team and their management. After all, the […]
If you’re using custom or uncommon Accounting Software, having access to Accounting Information in CRM software can be difficult. Giving sales and customer service staff access to credit limits, credit balance, YTD sales and other information typically only available in your accounting system provides a better customer experience and reduces errors, canceled orders and wasted […]
In 25 years of helping sales teams implement CRM solutions, I’ve learned there are two main reasons that CRM projects get stalled. And believe it or not, that is happening to a LOT of businesses! As a CRM vendor, we’ve studied the reasons that deals don’t close and by an overwhelming majority, the primary reason […]