Tag Archives: CRM

What to do first CRM or Sale Process

What comes first the CRM or the Sales Process… lets find out. Continue reading

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Is Networking … NOTworking For You?

Well we can agree that 2020 was a year where networking was to say the least challenging. If your only method of networking – prospecting involved: meetings, trade shows, walk in’s etc. that is NotWorking. My Sandler Sales coaches over … Continue reading

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Mikes Black Box & Goals 2020 – 2021

Is 2020 – 2021 Black Box that you are trying to figure out? My Sandler Sales Coach Mike gave me some sound advice. Continue reading

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OC Trailblazer Event with Peter Coffee

2/10/2020 Vizio kindly hosted our packed event “A Night with Salesforce’s Peter Coffee”. Peter started the night going over the changing demographic of our society. The fastest growing group is the over 60 yrs olds. Our population segments used to … Continue reading

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My Take Goal Setting The Sandler Way 1

Six Steps to Setting Goals the Sandler Way: Part 1 of 2 “Goal setting is your GPS to Successes” Mike Montague VP Online Training – Sandler Sales Training. Goals are not a pipedream or a taskmaster according to Mike. We … Continue reading

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2020 Goals A Billionaires Perspective.

I have had the good fortune to have an acquaintance that is a Billionaire, in fact he is on the Forbes 500 list. One of his tweets recently was about Goal Setting. He asked how many of his followers had … Continue reading

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The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

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The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … 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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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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