If you're aware that your business could use a process, such as a sales process, and you're sure that technology, such as a CRM, could be the answer, you need to pause first. Before you make that leap to technology, start with two essential low-tech tools. Let me explain... Many times, when we find an [...]
Without a well-defined and automated sales process, you’re essentially flying blind—you really don’t know how you’re doing until the month ends and you tally up where you stand. Having a well-defined sales process often spells the difference between failure and success. Do you know where the leaks are in your sales process? Automating your sales [...]
Here's a six-step approach to implementing your PlanPlus Online CRM and automating your business processes for maximum personal and professional effectiveness. Step 1- Time Management Before you start planning your implementation goals, it's important to identify how much time you have to work with. Plan a project that can fit within the time constraints that [...]
