Stop Using Spreadsheets

We’ve been saying this for a while now, here’s an article from our Managing Director on how to escape spreadsheet hell, but we’re still seeing businesses using spreadsheets to record and manage their customer interactions. There is a much better way to be doing this and it’s called CRM.

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Qualification – The missing step in most Sales Processes

Reading Time: 2min40s A sales team’s ability to effectively qualify leads is one of the most important aspects of any sales process, now more than ever. Time has always been valuable, during times of steep change, time is even more valuable. Misqualified opportunities will ruin any sales process. An understanding of whether there is genuine interest or if what you have is just a name and a phone number is critical to ensuring that no time is wasted.

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8 Reasons Why Your Business Needs Maximizer

Maximizer is an incredibly powerful tool and is the perfect entry-level CRM system. It works for businesses both small and large, from start-ups to enterprise-level businesses. If you’re tired of managing all of your business information through a library of spreadsheets, here are eight reasons to upgrade to Maximizer today.

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Maximizer Sales CRM: Client Retention

We have now come to the final article in a series of 3 pieces that I have written exploring how Maximizer CRM is used as a sales tool. In the previous articles, I detailed how the system will aid a business in client acquisition and development and the last aspect that needs detailing is client retention.

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Post-Covid Selling: Don’t Micromanage

While thinking about Post-Covid Selling, I read an article in Forbes where Laurel Farrer writes an interesting column: 12 Signs of a Virtual Micromanager. The article has a great checklist that any manager can use for self-assessment; ask yourself “Am I micromanaging my remote workers as a result of coronavirus changes?” The article concludes with good advice on how to empower your remote workers to do the job that you hired them to do whilst working from home.

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Post-Covid Selling: Top Tips

Charlotte Rogers wrote an article in Marketing Week. She quoted Nina Bibby, the CMO at O2. “The post-lockdown phase will be defined by effectiveness and ensuring that every £1 of investment counts to the greatest extent.” Great comment. She goes on to say “In the post-Covid world it’s going to be really important to understand and optimise what drives value in the short and long-term. We use modelling to optimise our media investment strategically and we use it for each quarter and each campaign.” So why would a CRM consultant find these comments from a top marketer of great interest?

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Five actions to boost your sales organisation’s resilience

Sometimes you read an article that crystallises your own thinking and puts things into context. For me ‘Five actions to boost your sales organisation’s resilience’, published by McKinsey, is such an article. Unlike much of the opinion that is kicking around at the moment, this article actually offers practical advice to sales and marketing leaders. Advice that you can act upon, rather than theory that leaves you cold. Let me summarise the five actions covered in the article, with particular emphasis on actions 3 and 4.

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The Evolution of an Independent CRM Consultant

I am a business development lead for independent CRM consultants Collier Pickard. We knew that our response to the pandemic needed to be swift and focussed, ensuring that we remained visible and relevant as business moved into one of the most difficult periods in recent history.

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COVID-19: What will the “new normal” look like?

How many new businesses will start in 2020? Many existing businesses are struggling to deal with high fixed costs and sales that virtually disappeared in the second quarter. This squeeze from COVID-19 has created opportunities for new start-ups who are better able to focus on customer needs. If you are starting a new business, how do you create something that is ready for the “new normal”?

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