Monthly Archives: August 2016

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Build better customer service with CRM equipment profiles

We all think of a CRM (customer relationship management) system as a database of customer information. Consider the detail that goes into a customer or contact profile. You’ve got basics, like name, company info, contacts and even personal notes. Take the same concept of detail and think about how you can use it to build [...]

By | 2017-06-02T06:29:47+00:00 August 30th, 2016|JibeCRM, Microsoft Dynamics, Process, Strategy and Planning|0 Comments

Do you have a repeatable sales process?

Here’s the bottom line: Can you tell how close to buying each and every one of your prospects, leads and clients are in the sales process? Do you know the size of your pipeline and can forecast your future? Do you have a defined step-by-step strategy for reaching out to your leads, prospects and clients, [...]

By | 2017-06-02T06:29:47+00:00 August 10th, 2016|CRM Information|0 Comments
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