Blog entries tagged 'tracking prospects'

How not to waste money on your CRM*

Dasha

Our SBS CRM is very simple and basic and it mainly caters to very small business owners, sole proprietors or even agents. It is also very affordable. Yet it is money not well spent if our CRM is not used properly and that applies to any CRM out there.

The more clients use our CRM system the more I can see what kind of problems they are facing and it all comes down to the same thing - it doesn't produce what is expected if the users are not fully and properly using the tool (unle [...]

GAINS Profile - A Great Way to Learn About Your Business Partners

Dasha

Use this example as a learning point and implement GAINS profiling in your business meetings with potential or existing partners. You can learn the most wonderful things.

G - stands for business goals
I learned that Tim's goals for SPCC Travel is to get people out to more countries and increase the number of group travel (like churches or company incentive trips), which is a great start for generating more focused and more qualified referrals for him. This information will a [...]

Track Your Potential Visitors

Here's the headache - how do you keep track of who said 'maybe next week' or 'when I have more time'?

Here is something that I found that will help:
http://www.readysetsellsystem.com/RSGBNICD/Files/RSGBNI-01.pdf

You will be able to remember the person and their contact details and what their response was when you invited them. CWH is Cold, Warm and Hot. Download this, fill it in, and look back upon it from time to time and invite these contac [...]