Have you ever a wished to see a chronological list of all your QuickBooks activity? With the QuickBooks audit log report, you can keep track of added, deleted, and modified transactions, as well as user entries. The audit log feature allows you (and any other viewer with access rights) to see history of changes made to individual transactions…
Author: Bob Ritter
Always Know Your Last and Next Step
In sales, if you don’t know your next step, you’ve already lost the sale. The test of a good salesperson is how well they follow-up. When it comes time to “take the order” the sale has been made.
Follow-up is one of the key differentiators of top-notch sales professionals.
7 Marketing Musts that Require Effective Use of CRM Software
The following 7 capabilities are NOT optional. They are “Marketing Musts” and to achieve them every business is better off with a CRM application.
1. Maintain an accurate central list of all your prospects and customers.
2. Track details on those relationships that are used for marketing, sales and analysis.
3. Segment your list to create more relevant communications to a target audience.
4. Distribute leads and other records for follow-up by sales people.
5. Capture interactions and conversations which are the basis for future marketing, sales and service activities.
6. Rely on objective data collected over time as the basis for management decisions.
7. Use and maintain your list in order to improve its accuracy.
AN EASIER WAY TO DO YOUR DAY
There seems to be some misconception that CRM software is going to make it more difficult or time-consuming to do the things one has to do during the day in sales or administration. That may be so for some, but not from my personal experience.
CRM software, once configured and applied to your daily workflow and tasks, can save you time and make it actually easier for you to do your day. Features in CRM allow for automation, faster information capture, speedier communications and more. CRM functions help a salespeople, customer service representatives, and office administrators fulfill their jobs quicker and more efficiently day in & day out.
Announcement: First Direct Corporation Offers Zoho CRM
The expertise and experience of a Solution Partner is vital to achieving the best results from your CRM application.
First Direct Corporation is proud to announce that we are now offering Zoho applications as a fully Authorized Zoho Partner. This includes Zoho CRM, Zoho CRM Plus, and Zoho One. We will also offer many of the integrated solutions in the Zoho Marketplace.
For over 25 years First Direct’s organization has specialized in CRM solutions. As a leading GoldMine CRM software provider, our experience with CRM spans many industries. We have worked with organizations from coast-to-coast in the United States, in firms small to large.
Being in the Right Place at the Right Time
Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA. In their magazine “PS” they published 6 articles by me over 3 months . One of those articles was titled “Staying in Touch and the Power of Repetition.”
How a BluePrint Helps in Making Your CRM Implementation Better
The success of your CRM completely relies on the sales process. A process is effective only when it is followed properly and when you have deep insight of how each part is performing. Knowing your process is implemented exactly as you’ve designed can be a cumbersome task. We, at First Direct Corporation, help you solve this challenge with BluePrint – a new feature of Zoho CRM. Blueprint helps you align your sales process with your CRM efficiently and also makes sure that your team follows it rigorously.
Answer These Questions Prior Investing in a CRM System
In order for Customer Relationship Management (CRM) Software to achieve the results your organization desires, you must turn software into a system. Software is generic; a system is configured, implemented and maintained in ways that are aligned to your business’s objectives, processes and workflow. As a Zoho Authorized partner, First Direct’s methodology adds value to your Zoho CRM Software.
How To Engage With Prospective Customers To Optimize Conversion and Retention
The main aim of every marketing and sales team should be to guide their respective target audience through each stage of the sales funnel. But what is the process to go from one stage to another? And what is the right push at each step?
A certified Zoho CRM professional or Zoho Authorized Partner can help you map your sales and marketing process into the tools that Zoho offers. Each stage calls for a means of direct engagement and a system for tracking and analyzing interactions.
Zoho Partner Meeting
Three employees from First Direct Corp. attended a Zoho Partner meeting on June 8th. It was extremely interesting and exciting to hear about Zoho’s rate of growth in the marketplace. Since 2012, Zoho’s customer base has grown over 500%. There are reasons that customer growth…
