Category Archives: Marketing

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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The Latest Trends in Sales Compensation

 Trends For 2015 Sales Compensation Plans It takes good planning to craft a good sales compensation plan that rewards growth , pays for itself  and meets the companies goal of not paying too much.  Motivating Salespeople is more that just … Continue reading

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