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Every successful business serves multiple clients at once. However, multitasking is dangerous if it means compromising engagement and working with disorganized files. It takes a lot of strategizing to give each client the attention they deserve. That includes staying organized. Client information sheets are the key to managing multiple clients. They keep you on top ...

Rising to the Challenge Being a successful entrepreneur means always rising to the challenge. Pretty much anyone can just start a business, but if they don’t rise to the challenge of leadership and do certain things to grow as individuals, they will never find success in their entrepreneurial ventures. One of the ways to overcome ...

With the latest tools available in the market, one can measure almost everything. Right from the number of your reps using CRM and cohort retention rate to the sales velocity and average time required to hire a new team member, there is an endless list of metrics, reports, and data points to track. Examining all ...

As the country starts to open up again, sales teams around the country are tentatively reaching out to customers to test their receptiveness. The art of selling products/services involves building a connection with potential buyers. Whether it’s a salesperson on a shopping floor or sales executive on the brink of making a deal of a ...

We can certainly say that finding our way totally out of this crisis is taking far longer than expected. Some areas are starting to open up—some areas even fully open—and that’s great, but many others have a long way to go. There is a lot of fear and uncertainty about the future. The only big ...

The Definition of Leadership There are many definitions of leadership out there, but a simple definition that is very valid, particularly today, is that leadership is about motivating others towards achieving a common goal, and you really don’t need to be in an official management position in order to do that. People look at leadership ...

Are You “Cleared to Sell?” “You’re cleared for takeoff.” By the time an airline pilot receives that confirmation from the control tower, you can bet that a pre-flight safety checklist has been performed. The goal: for every takeoff, a corresponding landing at the intended destination. These days, if both of my checked items are disgorged ...

You’ve most likely come across a chatbot at some point over the last or so when you’ve been online. Depending on how they are set up, you’ll most likely notice a small chat bubble in the corner of the screen. When you click it, you activate the chatbot system. You can then proceed to find ...