What is Outside Sales? Full Guide for SMBs

[ad_1] After learning about outside sales and how beneficial they can be, you’re probably looking to implement it into your own business!  Fortunately, I’ve compiled several tips for outside sales teams, including the following things:  Invest in CRM software  Ensure your marketing and sales teams are aligned  Adopt flexible business practices  Give the Crumpled Letter Approach a try Have…

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The Content Waterfall: How to Create Limitless Content

[ad_1] Traditionally, when I use the Content Waterfall, I use it with the Leads Field Guide Newsletter. However, you could use it with any long-form piece of content. Just apply the below system to your style! Step 1: Ideate Topics Based on Your Audience The first step in the Content Waterfall method involves researching topics…

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CRM Skills to Look for in a Customer Relationship Management Manager

[ad_1] What are some examples of CRM skills? What characteristics should you look for in a customer relationship manager? Some of the top CRM skills to look for in a manager include the following:  Interpersonal skills  Communication skills  Leadership skills  Analytical skills  Professionalism  Below, I’ll explain why each skill is necessary while recruiting customer relations managers! Interpersonal skills Interpersonal skills are…

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How to Create a Lead Magnet for Passive Leads

[ad_1] Here’s a foolproof way to get your first (or 50th) lead magnet on your website. Step 1: Choose the Right Type of Lead Magnet The first step in creating a lead magnet is to choose the right type. The type should be something that your target audience will find valuable and useful. Here’s a…

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How to Build a CRM: Guide for SMBs

[ad_1] Now that you understand the various benefits of building a custom CRM system, you’re likely wondering how to build one! Fortunately, creating custom CRM software is more accessible than most small business owners assume.  Below, I’ve detailed the eight-step process for building the best custom CRM systems!  Step 1: Choose the CRM Type, Roles & Platform  The…

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Benefits & Use Cases for CRM Payments (2023)

[ad_1] /*! elementor – v3.17.0 – 08-11-2023 */ .elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Does your company use different software for CRM and payment processing, resulting in frequent errors and inconsistencies? The constant juggling between the two systems can be incredibly time-consuming and frustrating. Hi, my name is AJ! After selling my business for multiple…

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CRM Requirements Checklist and Template (2023)

[ad_1] Ensuring you know the right CRM software requirements is exceptionally beneficial for every aspect of your business.  Therefore, I’ve created a CRM requirements gathering template with the best features!  Here’s everything you need to look for in a good CRM system.  1.Contact Management Contact management is a feature that enables businesses to store, track, and manage customer data,…

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The Future of CRM: AI, BI, and More

[ad_1] What’s in store for the future of CRM?  Fortunately, we have a lot to look forward to!  From more AI integrations to more accurate lead scoring, CRM software is only getting better.  Below, I’ve listed some of the advancements you and your team can expect shortly! Increased Sales & Marketing Alignment  One significant way CRM platforms will…

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