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.
Theoretically, financial services technology is meant to save time and ease the burden of a manual process. It is meant to be a tool to aid us and simplify our lives so that we are able to focus on more important things – relationships.
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.
5 Easy Ways to identify and evaluate your current CRM to evaluate whether or not its time to replace it. Key questions are people using your CRM & Hitting Quota?
Not for profit businesses need funding or sales to survive just like for profit businesses. Embracing CRM Sales software helps NFP’s stay in business with limited help and money.
Actionable market research is the key to any new market entry strategy and plan development. By doing your homework your odds of success will go up!
If you are reading this article you are either in the ten percent looking for a future solution or the 90% that have a sales problem and need to fix…
Email today has become a norm, where free accounts are plentiful and you can spin up a Hotmail or Gmail account in minutes. But to all those people in business,…
In the distant past (say 25 years ago) think about how you purchased a product. Somewhere you would get motivated to purchase an item from TV, radio, newspaper, magazine or…
Mike Montague interviews David Brown on How to Succeed with the Sales Software of the Future. In this episode: What is the Sales Software of the Future? The difference in…
I saw this blog post recently ” 37 Sales Apps every Rep needs on their phone ” and I thought to myself seriously? You have got to be joking. Have…
Tech savvy sales and marketing folks are always looking for an edge over their competition. The past few years have been filled with lots of IT promises whereby AI, machine…
The impression that our app leaves behind with a user is a key factor that determines whether an application will be a success or a flop.
We use icons in our content on websites, apps and even emails to improve the user experience and overall design. However, it is easy to misuse icons in design and…
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…
Across the last couple of decades, our technology and use of technology has shifted dramatically, with so many inventions and advancements of our tech. With this evolution, the different generations…
Anyone who has battled with email marketing software will have asked themselves ‘why are email templates difficult to create?’ We have all received emails from a company as a part…
Training can be one of the most intimidating a challenging parts of the integration of a new CRM. Let’s face it, this can make or break the success of the…
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…
We have all heard that 5G is going to revolutionize cell phone communications with up to 100X faster speeds than the old 4G networks. This may be true for the…
CRM is a fancy acronym for a customer relationship management system. It’s a class of software that has been around for over twenty years and continues to evolve with the…
This week we’re going to focus on the features and benefits of CRM’s that really matter to sales representatives. Here is a short list of top CRM features; Allow fast,…
In our last article “5 Things your CRM Vendor Doesn’t Want you to Ask” we went over some of the things that a salesperson will try to get you focused…
It is no secret that in our lives today, we use our phones more than any other device. According to Statista, there are nearly 4 billion global mobile phone users…
How long do you stay on a new website? Five seconds? Ten? According to Hubspot, more than half of us spend less then fifteen seconds on a website, which means…
Most of today’s CRM solutions have a feature set consisting of contact management, activity and forecasting. Some also include lead scoring, social media and collaboration tools. Here are five things…
You just deployed a brand-new CRM company wide, only to find whispers of insurrection in the tea room and your sales team continuing to use Excel to manage their leads. …
Color is a powerful tool when it comes to design, and as a member of the development team for our app, Sentia. I have learnt swiftly to never underestimate the…
Who doesn’t enjoy tucking into a good hamburger? A popular food loved by many around the world, and easily recognizable. Just like the food, the hamburger menu has become very…
Lead Scoring 101 Lead scoring is definitely ‘flavor of the decade’ at the moment and the chase for an effective tool has resulted in many businesses upgrading to the latest…
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…
Throughout most of recorded history buying and selling has been part of daily life. Whether it’s agricultural products or the latest software, selling is a communication process whereby one side…
Dale Carnegie once wrote, “When dealing with people, remember you are not dealing with creatures of logic, but with creatures of emotion.” Most would agree that the environment of information…
It’s Sunday night, you’re in sales & you’re spending time tonight to develop a contact plan of action for Monday mornings sales efforts What if your sales software did that…
In any enterprise, on any day, many staff spend 8 hours staring at IT. Corporates send IT software companies tenders when they need new software. IT sales teams wine, dine…
Imagine if your best rep suddenly invited his CRM to a bar for a drink .. I wonder what they would talk about?
OK. Big claim I know. Firstly, by sales enablement software I am referring to any software that claims to drive sales revenue by providing insights. Any that claim they will…
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…
