Managing customer relationships can be daunting, to say the least. A CRM can make it easier. But, it takes more than just refined customer organization to stay on top of your sales goals. That’s where action plans come in.
Sales action plans are the crux of every good sales strategy. It’s all about turning your long-term sales goals into a plan, one that is mapped out clearly with every step ready to be checked off. With a CRM that supports sales action plans, you can organize every step of your sales process by scheduling tasks — so no contact falls through the cracks.
Time is the killer of all deals. How often does it feel like you have just spoken with someone within the past few days, and in reality it has been weeks, a month or more? In our busy work life, you begin to realize the mind has a way of playing funny tricks on you and your memory. This is doubly true to a busy salesperson. Salespeople are constantly juggling new leads, customer relationships, active projects and life in general.
With that in mind, if that busy salesperson doesn’t act on a new lead or an insight — new information about your prospect — the lead or opportunity loses the strength of being actionable. By not acting in a timely manner, the opportunity to change the course of a business outcome can pass or be diminished greatly.
When it comes to converting prospects and leads into customers, as little as 22% of businesses are satisfied with their current conversions rates, according to Econsultancy. Entrepreneurs and business leaders alike have big goals when it comes to expanding their network of customers, but how do you make those goals a reality? Start by reading these six tips on how to turn potential clients into loyal customers and make your customer relationship dreams come true.
In our latest updated to Thrive: Projects, we have added the ability to upload any file to an issue, task or sub-task from the “create” box. This could include an image, pdf, document or any other file you’d like to share.
The ability to instantly add a file or image can not only increase background information and consolidate documents, but our research has found that it can cut down two minutes or more per task or issue creation. Rather than moving through other sections to find background information, file uploads through any creation can increase project communication and improve team communication.
While the ability to upload a file doesn’t seem like a big announcement, it will truly make a difference in the way you create and organize projects. Watch Drew’s video below to see how it can impact your team’s projects.
Thrive is excited to announce our new integration and connection with Zapier, which lets us connect you with over 750 of the most commonly used business applications. Salesforce, Quickbooks, MySQL, Infusionsoft, Wunderlist, Smartsheets, Strip, Xero and Hubspot are just some of the common apps that Thrive now links with — not to forget our existing integration with GoogleDrive, Microsoft Office and Dropbox.
The success of every business hinges on its customers. Are your customers happy? Did you miss any prospective clients? Are you contacting them enough? Will your customers continue coming back? Questions like these flood the minds of business professionals and entrepreneurs on a daily basis. The success of their company rests in the hands of those who interact with it, but a number of common customer mistakes can mean broken relationships and lost leads. Are you making any of these seven mistakes that can cost you customers?
Customers are the key to success in any business. No matter how brilliant your product is, someone needs to buy it. That’s why maintaining relationships with your clients is so essential, and why Customer Relationship Management (CRM) tools can make the biggest difference. Here are 6 reasons why CRM is necessary for every successful business — including yours.
Thrive: CRM — Thrive’s customer relationship management system built for building and growing leads and clients — has just launched the latest feature: Org Charts. Now found under account contacts, Thrive: CRM users can organize a company’s employee’s easily and visually.
With org charts you can see who you need to be reaching out to in order to follow a lead. Visually see the map of company employees, showing you who you need to be talking to in order to turn your leads into returning customers.
Every company has a wealth of information hidden away in their numbers. Sales figures, customer engagement, inventory counts—they’re all pieces of the bigger picture, powerful insights that can bring to light answers that help your business succeed.
We’ve all heard the saying “a picture is worth a thousand words,” and for business it is just as true. When facts and figures are swimming in spreadsheets or disconnected across a number of platforms, insights are lost in the process of trying to find them. The brain doesn’t work just looking at a table of numbers, instead it needs visualized graphs and charts, with patterns and trends floating directly to the surface.
Data visualization can turn any business into an informed success, and all you need is a way to understand the information you already have.