CRM: A Time-Saving Tool for Positive Traction

Everyone has a number! That’s a key concept from The Entrepreneurial Operating System® outlined in Traction: Get a Grip on Your Business, the popular business book by Gino Wickman. These numbers are recorded in the Company Scorecard, which identifies:

Who is responsible?
What is the measurable?
What is the goal?
What is the weekly metric toward achieving that goal?

Generally, these numbers are activity-based, and not high-level numbers you see on a profit and loss statement (P&L). For example:

For marketing, the measurable might be:

The number of leads generated, or
The click-thru rate on an email campaign, or
The number of event registrants.

Sales and Marketing Alignment: Your 2021 SuperPower

Regardless of the data you read, great alignment of your sales and marketing teams can be your superpower:

8% to 32% increase in revenue1, 2
38% higher win rates2
6.1% increase in average deal size1
36% increase in customer retention2
27% faster profit growth3

Experiencing any one of those performance indicators could turbo-charge your year! However, most organizations see multiple benefits from sales and marketing alignment, not just one.

Dynamic vs. Static Marketing lists in CRM

A marketing list in CRM is generally a subset of your contacts (or leads) with whom you want to communicate. The members of the list likely have something in common – perhaps they are all working at non-profits, or maybe they are small to medium business owners in a tri-state area.

Business Card Scanning with Zoho CRM

 

If you are a Zoho CRM user, then you’ll want to consider downloading two apps to your smartphone: Zoho CRM and CardScanner. If you are an Android user, both apps are available in the GooglePlay App Store. For Apple iPhone users, both apps can be downloaded from the Apple App Store.

Cleaning Up Duplicate Records in Dynamics 365

If you are working from home, you may be finding lots of value in your customer and prospect database, or you may be coming to the realization that it is a mess. One of the fastest ways to make a mess of your Customer Relationship Management (CRM) system is to create duplicates.

NPS – Net Promoter Score Made Simple

Net Promoter Score (NPS) has gained significant acceptance among business executives. Some are using it to measure improvements in their business operations – even to the extent of tying compensation to it. But what is NPS exactly?

Net Promoter Score is a metric used to measure the loyalty of a customer or an employee.

Finding Your Way

Google Maps and I are good friends. Sometimes I ignore Google Maps advice, because I think I know better, only to find myself in a traffic jam that Maps was trying to help me avoid. Consequently, sometimes even when I know where I am going and how to get there, I’ll check Google Maps to make sure I am not headed toward a traffic accident or a long construction delay.