Category Archives: Orange County

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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57% Plan to Fail in 2019

According to a recent survey 57% of Sales People Do Not expect to make their goal in 2019…..! Continue reading

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Goals 101

Get started with SMART Goals, do it NOW….! 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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Should You Buy or Build a Business?

Common misconceptions are: Franchises are all fast food, they are expensive, you need to be an expert, require hands on management. Continue reading

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Building Success Through Values

Presented at the May Sales & Marketing Leadership Alliance Meeting by Jim Trunick At first blush one tends to think of the “On boarding Process” as being an HR function and Hiring Manger function only done once. What Jim did … Continue reading

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