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Congratulations on closing the sale!  The contract is signed and implementation is moving forward.  Time to move on, right?  Wait! Not so fast. Often overlooked is a retrospective meeting with decision makers.  This is an opportunity to look back, debrief the process, and tweak your tactics.  A retrospective conversation is a way to know what ...

With regard to a CRM solution, it is a question on the minds of many businesses these days: should we move to cloud CRM, or “stay on the ground?” What would be the benefits? What are the risks? Is it safe? Is it cost-effective? Will it impact our sales process and pipeline management?

For financial services brokers, agents, advisors and money managers, there is stiff competition. Many are offering similar or the same services, making the same promises, even seeking the same clients. In this environment of “sameness”, how can you set yourself apart from the competition, both in actuality an image? The answer is outstanding customer experience. ...

How your CRM benefits your business? How socially responsible is your CRM solution? On the surface, this might seem like an odd question. But today there is a growing movement in business practices to benefit more than the company’s bottom line—to benefit employees, the community, society in general and even the environment. Terms for these new ...

Are you happy in your current sales position? Are you productive? Does making your personal and company sales quotas come easy? Accepting that there always will be down times, but feeling that the positive outweighs the negative in your job? Are you not sick of sales software built on a sales process that makes you look ...

The creator economy is thriving exponentially; a 2022 study from Adobe estimated an increase in the number of creators from 165 to 303 million over the last two years, almost 4% of the global population! The market itself was estimated at $16.4 billion in 2022, a growth of more than 860% since 2016. And it’s ...

Managing stress is crucial for any workplace. According to Vivian Health, over 52% of employees take stress-related absences. Stress also leads over half of the workforce to apply for or consider moving to new jobs. Your sales team is likely to feel the strain—especially since sales is listed in the top ten of Vivian Health’s ...

It’s the final crunch time to reach sales goals by the end of the year. Don’t let the excitement of the holidays distract you into complacency. Instead, use the holiday spirit to drive you to success. Start by evaluating your preparedness for the unexpected with a plan and business insurance, then create incentives that make ...