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Organization Provided by CRM Software Keeps Sales Representatives Informed

By Steve Stroz on Oct 4, 2018 3:00:00 PM

The main goal behind CRM software and other marketing software, like ACT!, is improved organization. In other words, businesses believe that if they remain organized in terms of sorting through their customer data and making it readily available for sales representatives, they will have a better chance of landing more sales.

With CRM software, organization starts with customer data. The software automatically records past sales and sorts through the important customer information, such as what they purchased, when they purchased it, and which sales representative guided them through their purchase.

Yet organization with CRM software goes much deeper than collecting customer information. It also guides sales representatives through future sales so that they're more prepared and have a better chance at finalizing them. It removes much of the unknown in the sales process and keeps sales representatives on the right track.

A recent Business 2 Community article discusses several types of marketing software, including CRM. The article explains that when choosing a software, businesses should focus on the type of organization it provides:

“There’s two sides to organizing content: organizing the creation, distribution, promotion and performance of the content itself, and organizing those who will create that content. This is why a strong workflow management process is crucial. The software you choose should not only provide a higher-level view of the content being produced and producers, but the ability to set defined process steps and to collaborate from the idea stage to distribution to reporting.”

Organization that is provided by CRM software isn't something that can be done with simple calendars or word documents. Such tools can only go so far in presenting customer information, while CRM software collects, stores, and organizes the data so sales representatives can easily use it. With this information, sales reps are ultimately in a better position to make future sales with the clients.

If you would like more information about CRM software, contact us.
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Using CRM Software to Treat Clients as Individuals, Rather than Numbers

By Steve Stroz on Oct 2, 2018 4:00:00 PM

When doing business with your company, clients want to feel as if they're respected individuals, rather than faceless numbers. Unfortunately, as sales grow and companies expand, businesses sometime struggle to give clients the individual attention they desire. In fact, there are many companies that unknowingly treat their clients as if they're faceless numbers.

It's not that businesses intend to lose track of their customers; oftentimes they just don't have the technology to stay organized. Using sales and marketing software helps businesses to stay organized and keep track of their customers. This ultimately allows companies to give more attention to clients and have more-tailored marketing campaigns.

CRM software is a type of sales software that keeps businesses organized by collecting and sorting its customer data. With CRM software, sales representatives have more access to information about clients and are more prepared to close sales.

A recent Top Tech News article discusses CRM software and explains how it can improve businesses' sales process. The article references Mike Gualtieri, an analyst at Forrester Research, who asserts that CRM software can improve customer engagement efforts:

“Effective CRM analysis enables marketing managers and customer service workers to treat people as individuals rather than faceless members of market segments, Gualtieri said. That kind of customer knowledge can lead to more-tailored marketing campaigns and improved customer engagement efforts.”

Without CRM software, sales representatives essentially have no concrete information about their clients. They're simply going off their memories and past experiences with the clients and hoping their intuition can help them land a sale.

CRM software provides sales representatives with data and information so they don't have to rely on memories and intuition. Sales representatives are therefore more informed and educated about their clients, ultimately leading to more sales.

If you would like more information about CRM software, contact us.
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Minimize Time Consumption with Contact Management Software

By Steve Stroz on Sep 28, 2018 3:00:00 PM

Being able to communicate effectively is essential for the success of many businesses. It is important to understand that there is plenty of software out there, designed to help people do this easily. Using contact management software can improve the experience of just about everyone involved. These benefits range from the employee that needs plenty of information to the customer that is able to get what they want initially through the knowledge of others. Using this software saves everyone time, which is something you can never get enough of when running a business.

Preserve Contact Details after Entering Once

Having the ability to share contact details to everyone in your business can mean the difference between outstanding and mediocre success, and this is because knowledge is power. The more you know about a potential customer or existing customer, the more you can do to satisfy their wants and needs. Using contact management software allows this information to be obtained just about anywhere, which is extremely helpful for those that travel frequently for business.

Easy Place to Store All Sorts of Information

Before this kind of software was available, people had to deal with the alternatives. It was not as an effective method, but it was suitable. It is critical to realize the ease of being able to use one piece of software to store important contact details for everyone you want to see. Additionally, since it can be updated by anyone you want to have the power to do so, information can always be kept updated.

Avoid Any Confusion with Your Customers

If you are trying to win customers over, one of the best ways to do this is with knowledge. Having details regarding conversation, memos, criteria, wants and needs, and the ability to bring this information up when a customer calls is both incredible and extremely beneficial to have. It is important not to underestimate the power of software like this, especially in such a competitive world where all it takes is just one mistake for a customer to begin looking elsewhere for assistance.

Using contact management software can help you get ahead of the game and save lots of time, contact us for additional information.
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Sales Process Improvement with CRM Software

By Steve Stroz on Sep 26, 2018 3:00:00 PM

When your business depends on making a sale, whether it is a product or a service that you provide, a lot of your time and attention is spent on the process of closing the deal. Sales Process Improvement can help your company spend more time building relationships with your clients and prospects, leading to increased customer satisfaction and repeat business, as well as referrals. One of the easiest ways to improve your sales process is by using CRM (customer relationship management) software.

A CRM system (ACT!, Salesforce, Hubspot) can help ensure that you are giving your clients and prospects more attention, while reducing the amount of time wasted by poor record keeping. By having all the client's or prospect's information in one place, along with your notes, tasks, and status of the deal, you are better able to focus on what you do best: closing the deal.

CRM software can also keep track of the number and type of deals in your sales pipeline, so that your company is better prepared to estimate the value of the sales pipeline, to control your delivery obligations, and to make sure that your customers' needs are met in a timely manner.

Depending on the system that you choose, individual orders can be tracked from lead through sale through delivery, sales tracking will also allow trends and purchase patterns to be analyzed for trends, again to better meet customer's needs and orders. Your company can also use the information to develop marketing initiatives and other forms of business development.

Sales tracking allows each individual salesperson's performance to be evaluated on objective criteria. Keeping this information in one place will also ensure continuity in the face of employee turnover.

Need more reasons to use a Customer Relationship Management system? To talk more about this, or anything else, please Contact us. Thanks.
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Sales Software: The Key to a Smooth Running Business

By Steve Stroz on Sep 20, 2018 3:00:00 PM

Making the risky decision to start a business is never an easy one but it is one people make everyday, with results being evident in virtually everything we buy or interact with. After first taking the leap to start the business, small business owners are then stuck with an entirely new set of problems they must face -- such as setting up their website; coming up with their marketing plans for the foreseeable future; and not least of all, figuring out the prices for their items.

One solution that more and more small business owners are starting to accept is to use Sales Software. The benefit of this software comes in its innate ability to take large amounts of information that would have otherwise been incredibly difficult to work with, and turn it into easily understandable data.

The days of manually managing ones books are long gone. Now, businesses can keep track of their sales and inventory all in one go. By providing the software with certain parameters -- such as the target demographic and the general climate of the economy in general -- the software is able to come up with results that can help you manage your business. One type of business in particular that stands to benefit from such software is the restaurant business. Instead of playing guess and check with regards to what types of food to order for that week, being able to see what customers have ordered and when would ultimately help the bottom line drastically.

If you would like to know more about how sales software can help you and your business, feel free to contact us.  
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The Internet's Contributions to the Marketing Process

By Steve Stroz on Sep 18, 2018 4:30:00 PM

The Marketing Process is one that involves the consideration and implementation of multiple parts of a business's overall marketing campaign. Marketing in today's constantly-connected world is much different than it was even just ten years ago, thanks in large part to the internet.

The most sizable contributions to the marketing process that the internet has introduced are:

1. Social Media Marketing

Before the internet, social media would have been impossible -- and is actually quite difficult to even fathom. Virtually all serious companies today leverage social media to the benefit of their marketing platform. Being able to reach thousands upon thousands of people every day, for the low cost of free, is something that would be difficult for anyone to turn down.

2. Pay-per-click advertising

Pay-per-click advertising is a great way for businesses to get off the ground and take off running -- especially well funded ones. Part of the reason why pay-per-click advertising is still an absolute necessity -- even with free marketing options available, like social media -- is people can't avoid it. Using social media is an active choice people make. Pay-per-click advertisements have become so pervasive that it is almost impossible to avoid them, even if one tried.

3. Search engine optimization

This is perhaps the head honcho of them all and is primarily concerned with getting a business to rank as high as possible in search engine results for a specific group of keywords or phrases. Getting started in optimizing a website's SEO is simple enough, but taking to the the level that could eventually get a site to the front page of Google, is another.

If you would like to know more about the marketing process please feel free to contact us and we would be more than happy to elaborate on it for you.
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Enhancing Your Sales Software Utilization

By Steve Stroz on Sep 13, 2018 3:00:00 PM

Having the best tool at your disposal is critical in this fast-paced ultra-competitive environment. It seems every business is feverishly looking for an edge on the competition. Finding, implementing and fully integrating a tool that can be a sustainable competitive advantage is difficult but well worth the effort since it can be the difference between atrophy and growth. Utilizing superior sales tracking software will help your staff close more sales and be more productive. . .a sustainable competitive advantage that can't be beat. Once you've found that superior sales software that fits your business, the next step is establishing best practices that will optimize usage and performance.

Developing best practices around efficient processes is essential. Having a tool that is intuitive, therefore, is paramount. One great way of uncovering efficient processes is to have staff members conduct friendly competitions using different methodologies for the same task. Also, you could have multiple teams collaborate and compete to see which team can come up with the most efficient and/or quality results for a given task.

Once efficient best practices have been established it is important to insist on consistency. This ensures quality control but also enhances productivity. If there is a steady stream of turnover in the sales staff this also allows for smooth transitions when there is new personnel coming on board. It also gives the training department or mentors the opportunity to teach new members best practices quickly. Finally, this strategy makes it possible for staff to cover for each other in case someone is temporarily out of the office (ill, doctor appointment, etc.) or you decide to permanently rearrange sales teams.

Last but not least is the importance of repetition. The old saying "practice makes perfect" is not accurate. What is correct is "PERFECT practice makes perfect." Having staff members repeat these sales tracking software best practices consistently during every single interaction will help them achieve proficiency. Balancing the art and science of sales can be tricky, so allowing sales staff to incorporate their own style into the mix is critical for employee satisfaction and performance. Having the right tool will make it much more likely that they will actually use the tool and best practices.

One of the main things sales staff will complain about is their sales tracking software. Equipping them with a superior tool will improve employee morale and performance. Once equipped with a superior tool, it becomes so much easier and more enjoyable to collaboratively develop best practices as a team. If you're looking for a superior tool to build best practices around, please contact us; we have what your sales staff wants.

For any questions on CRM software or anything else, contact us. Thanks.

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Transform Your Sales Process Routine with CRM Software

By Steve Stroz on Sep 12, 2018 3:00:00 PM

One of the driving thoughts behind CRM software is that if businesses are more thorough and methodical, they'll ultimately finalize more sales. CRM keeps sales representatives on track so that they're concentrated on each individual customer.

A problem with old sales techniques is that they relied too heavily on the memory of representatives. Sales were based off of personal relationships rather than data or information. While a personal touch is still important in sales today, this style leaves room for error as there's no real routine.

Programs like ACT! or Salesforce introduce routine into sales. They compile information about clients and present it in a neat and organized way. This way, when clients are ready for another order, sales representatives know their buying habits and needs.

A recent Business 2 Community article discusses the implementation of CRM software and explains how it can improve a business' sales process. According to the article, CRM software ensures that sales representatives are more though in their approach:

“Knowing exactly where each of your leads or potential clients is along this line makes it easier to allocate your time. Nobody will fall through the cracks, get forgotten or get too many calls when they’re not interested. Most CRM systems should literally allow you to move people along a sales process in a systematic way until the deal is done. Working in a methodical way like this, ensures your business grows in a sustainable fashion.”

In addition to helping company representatives during the sales process, CRM software benefits clients as well. Clients will enjoy the more systemic approach to purchases because it's more efficient and accurate. They won't have to worry about missing an order or having to start from scratch with a new sales representative.

The overall effect of CRM software is improved continuity in businesses. Sales representatives are more informed and aware of approaching sales, and clients are guided by a knowledgeable representative through their purchase order.

If you would like more information about CRM software, contact us.
Topics: CRM Organization
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Can ACT! Software Make Your Work Day Easier?

By Steve Stroz on Sep 6, 2018 3:00:00 PM

An issue that many businesses face is how they can improve and grow. Businesses want to build relationships that will become profitable in the future. Communication is also a hurdle that some businesses have to figure out. Businesses and teams want to be able to manage their communications and enhance efficiency.

ACT! software can be used to help business owners and the employees increase their effectiveness. Their effectiveness can be improved by easily managing the contacts and all of the various relationships more easily. As a business owner or an employee, you will be reminded of any incomplete tasks and follow-ups with customers.

Your database can be organized with different keywords and categories that will make your client search much easier. You can complete your clientele search in a few seconds.

Why Should You Consider Purchasing ACT! Software?


ACT! software will help you keep track and manage all of your sales. You can focus your efforts and time on the best deals. As a result, you can shorten all of the sales cycles, while lowering the cost of selling.

Users can access details about all of their contacts from one interface.

As a result, you have time to focus on growing your business. You no longer have to waste time searching for information that should be readily available.

Contact management software should not be confusing.

ACT! software is not a difficult tool to implement. It is an intuitive application, and all users can easily get started with little trouble.

Your work day can be managed much more efficiently and effectively.

All of your managing tools, such as calenders and schedulers will help everyone stay organizing throughout the busy work day.

ACT! Software Is Cost-Friendly

Many database or customer management software want you to pay monthly or per use. When you implement ACT! software, you will only pay for the software one time. You will then own it, that is until you decide to upgrade your software.

If you are a business owner looking for a cost-effective customer relationship management software that allows you to record all of the customer's information, track all of the communication, and manage sales and marketing ACT! is waiting for you. Contact us for more information.
Topics: ACT! Sales
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How CRM Software Improves Market Segmentation

By Steve Stroz on Sep 3, 2018 4:00:00 PM

Market segmentation is crucial to a business’ sales and marketing programs. If they’re going to be successful in marketing their product, they need to target people who would actually have a need for it. Otherwise, businesses would be spending tons of money on unprofitable ventures.

Market segmentation is generally looked at as a part of the marketing process. Sales representatives aren’t supposed to think about their target audience, rather they’re supplied with it by the marketing team. The communication between the sales and marketing teams is crucial for the effective targeting of the market segment.

With CRM software, however, the process changes a bit. With all the data stored about customers in the software, businesses can easily find their specific target market. This information needs to be communicated between the sales and marketing teams. When done correctly, this process is more efficient and effective.

A recent Toolbox article discusses marketing segmentation and the use of CRM. According to the article, businesses can improve their segmentation with CRM software:

“There's an art to effective market segmentation, but it's an art that can be learned. What's more, modern CRM tools can help you come up with effective segmentation and guide you in producing strategies aimed at maximizing returns on the segmentation approach.”

With CRM software, sales representatives are better equipped to finalize sales with the data and information about customers stored in the system. The data allows them to predict customers’ needs and wants based on their past order history.

In addition, marketers are better informed with CRM software because they have information about their target market. They can analyze statistics and incorporate the new information into their market segmentation process.

If you would like more information about CRM software, contact us.  Enjoy your Labor Day!  

Topics: Marketing CRM
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