Financial Services, Opinion, Sales Tips, Technology

Catalyst for Change: How One Year Redefined our Approach to Selling

Throughout the pandemic and lock-down, businesses fortunate enough to allow for employees to work-at-home had a great advantage. Employees were still able to connect to the network, collaborate with colleagues by phone, email or instant message, and speak with clients via telephone and videoconference. Thanks to available technology, we witnessed what we were capable of when forced to adapt.

Elisabeth Axelrod on
Customers, Sales Tips, Technology

Developing Donor Relationships: That Personal Touch

NFP’s must develop deep and ongoing relationships with their donors to ensure ongoing funding and participation. Its critical that the right CRM technology is deployed to ensure the right message gets to the right donor at the right time while being tracked to ensure it gets through.

Michelle Arthur Ph.D. on
Opinion, Sales Tips

How To Create a Sales Process

If you’ve generated a sale, the good news is you already have a sales process – technically speaking.  However, the process is most likely unwritten, unrepeatable, unmanageable, and quite FRUSTRATING!…

Erik Host-Steen on
Customers, Sales Tips, Training

CRM Adoption Magic

Hope you’re staying safe at home and weathering the pandemic as best you can.  I have always been a glass half full kind of guy and with that in mind I’m always…

David Brown on
Customers, Sales Tips, Training

The 5 C’s of Selling

Sales is a process that requires perseverance, preparedness and follow through. The best sales people in the world know that the 5 C’s of selling are also the habits that get sales representatives to the finish line.

Jeffrey Biggam on
Sales Tips, Technology

CRM Fast Fix No. 1

We all know that sales professionals are usually not huge fans of CRM. They are perceived as being complex, requiring loads of hours of data entry, adding work not value…

David Forder on
Opinion, Sales Tips

Corporate event mingling 101

As many of you have probably gathered by now, corporate events are much more than an opportunity to feast on free food and get tanked at the bar on the…

Matt Small on
Opinion, Technology

How to know if you need a CRM?

It seems like everywhere you look CRMs like Salesforce, Oracle, Microsoft, Hubspot, Sentia all espouse the benefits of CRM, but for those of us who don’t already use a CRM…

David Brown on
Opinion, Technology

Agility – the new superpower

Change is a certainty in all of our worklives now and the ability to adapt to change, to thrive in an environment that seems to do nothing else but change…

David Forder on

Don’t quit too soon!

We have all experienced it. We have a new lead passed to us or have had a first meeting with a prospective customer. We agree with them to organize a…

David Forder on
Customers, Sales Tips

Think you know your buyer?

Buyers are increasingly more tech savvy and comfortable engaging with sellers via multiple channels such as phone calls, email, text and social media. They demand that businesses know about them from their very first interaction and want the people they buy from to be as available to them as other people they know.

David Forder on

The $650 billion problem

Enterprises have spent $650 billion on information technology over the past 2 years and it now fails to deliver a return. Take a look at the attached graph. Spend on…

David Forder on
Opinion, Technology

Why do sales reps hate CRM?

It’s crazy that the majority of sales professionals refuse to use their company’s Customer Relationship Management (CRM) software or CRM. Over the last 30 years, corporates in the united states…

David Forder on
Share via
Copy link
Powered by Social Snap