Setup useful reports! If you’re trying to effectively mine your database without viewing key reports, then you will likely miss potential opportunities, hot prospects will cool down, and your pipeline can dry up. So what are the key reports that you need to setup? Daily Active Lead Report. Leads are those prospective buyers that have…
6 Keys to Mining Your Database, Part 3
Keep it fresh & relevant! I’ve always said the most important field to update in your CRM database, regarding your contacts, is the note section. Why? Whether or not an opportunity becomes a paid client, you and your sales team members have to massage those opportunites down the pipeline. It’s a relational thing… and a CRM…
6 Keys to Mining Your Database, Part 2
Keep Looking at it! I know this point sounds so obvious, but when was the last time you looked at the contacts in your database? Ran reports? Updated contact statuses or notes? Most likely your answer is not positive. Similar to looking at the scale every day if you’re trying to lose weight, you’ll never…
6 Keys to Mining Your Database
If there is one consistent problem that I see over and over again with businesses/organizations regarding their marketing, it’s their lack of utilizing their customer relationship management (CRM) database. I blog about this several times a year, because it’s so fundamental and paramount to good marketing. If you are not mining your database, then you…
How to Select the Right Domain Name For Your Website
Earlier today, I was talking with a new client regarding their online brand and the topic of domain names came up. His question was, “How do I select the right domain name for my website?” I thought that was a great question to address in today’s post. So here is a list of 12 rules…
Free GoBiz Seminar, “Tips to Overcome 3 Obstacles to Business Success
Management. Cash-flow. Marketing. Very often, small to mid-size business owners are prevented from taking their companies to the next level by falling to implement a few simple tactics in the areas of management, cashflow and marketing. It’s not that they don’t know what to do, it’s that they don’t know how to do it. A…
It’s Never Too Late to Develop Your Branding Strategies…
…But you can sure waste valuable time & money if you don’t start soon. I find that there are many businesses that have built their initial success on key relationships. They grow overtime on a dime and prayer, and next thing they know they begin hiring a salesforce. Then all of a sudden their salesforce…
The Ultimate Question
Don’t forget to survey your clients. If you want to improve on your performance from year to year, then you ought to ask your clients the ultimate question. “How likely is it that you would recommend [Company X] to a friend or colleague?” Fred Reichheld, author of, The Ultimate Question 2.0, and Bain Fellow and founder of…