The Fundraising Effectiveness Project’s Q1 2023 report suggests a decline of 3.8% in donors year-over-year. Unfortunately, for nonprofits that require donors to thrive, this is far from ideal. Lower...
In this article, I’ll introduce you to the top five Customer Relationship Management (CRM) tools that seamlessly integrate with QuickBooks, aiming to enhance your ability to manage business financials. We’ll dive into the benefits of...
In this article, we’ll delve into the concept of Customer Success strategies, primarily seen in SaaS (Software as a Service) businesses, and how these strategies can be adapted and implemented in non-SaaS enterprises. Through the use of...
In this article, we’ll unpack the “Eight Building Blocks of CRM,” a framework devised by Gartner, which pinpoints the essential areas businesses should focus on for successful customer relationship management. We’ll delve...
In this article, we’ll introduce you to the concept of sales velocity and explain its importance in driving sales growth. We’ll explore the Sales Velocity Equation, understand its variables, and learn how measuring sales velocity can...
In this article, we’ll dive deep into the world of lead nurturing and its significance in converting potential leads into loyal customers. I’ll walk you through the intricacies of lead management, highlighting the importance of...
In this piece, we’ll guide you through the essentials of lead capturing using a Sales CRM, highlighting its role in efficiently gathering potential lead information. We’ll delve into the benefits of automated lead capturing, the various...
In this article, we’ll highlight some of the most common mistakes sales reps make, regardless of their experience level, and offer insights on how to avoid them. We’ll dive into the importance of listening, understanding a...
In this article, we’ll debunk some of the most common myths surrounding Customer Relationship Management (CRM) systems and their use in the sales process. We’ll address misconceptions about CRMs being too complicated, expensive, or only...