Category Archives: Marketing

CRM & E-Marketing the Dynamic Duo

Managing your relationships with customers is easier than ever. The only limit is your imagination. The great challenge for marketing is being able to track and attribute sales deals closed won to marketing activities such as: Trade Shows, Ads, News … Continue reading

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The FIRST of SIX Steps to CRM Implementation Success

Creating a High-Level Vision From Wikipeadia 1.Organizations summarize their goals and objectives in mission and vision statements. Both of these serve different purposes for a company but are often confused with each other. While a mission statement describes what a company wants to do now, a vision statement outlines … Continue reading

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Lead Scoring & Grading

I volunteered to do a presentation on Lead Scoring and Grading. It is amazing how little hard data is out there. It’s a lot of by guess and by golly. To start yes you need to make some educated guesses. … Continue reading

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What’s Your Why for Implementing CRM?

It is not unusual for folks to ask Why Customer Relationship Management Software? It’s expensive and takes a lot of work to keep it up. Well today there are web based solutions like Salesforce CRM for less than $25 a … Continue reading

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Dawn Jan 1, 2019 – What Are Your Goals ?

Well it is approaching that time of year for “New Years Resolutions” Don’t instead set Goals. My first inspiration came a long time ago while listening to a cassette tape by Sales Trainer Brian Tracy. He said that those who … Continue reading

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Growing Sales on the Inside

Alteryx hosted last night’s OC Assoc  Of Inside Sales Professionals meeting, Dionne Mischler was the moderator. The topic was using Account Based Management in a B2B environment to focus all of the sales efforts at engaging the prospect company a … Continue reading

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The Secret about Trade Secrets for Salespeople

Presentation By Anabella Bonfa Attorney at Law with Wellman & Warren LLP First the Disclaimer, this is not legal advice. What is a Trade Secret ? It is  Something of value and is not generally known, and you make an … Continue reading

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