Our customers ask us this, "How can we improve our sales process?"

Marketing managers and sales managers lives are spent tracking leads and opportunities. Generating leads, routing leads, qualify leads and lead updates eat up time and money. Automating this process has several advantages first, you know the lead is passed to the right sales person quickly, second you know the sales person is working the lead.

LeadNET, our automated follow up technology, routes and tracks leads. To read the rest >>>

Sales Teams' Intellectual Property

Considering a sales person's intellectual property.

Intellectual property is an companies intellectual assets. Often these intellectual assets are overlooked by management. Intellectual assets of a business should be revenue drivers. GE is recognized as a leader in capitalizing intellectual assets and intellectual property. The GE strategy has pulled these assets from the legal department and now they are leased to clients. This builds revenues and optimizes the technology created by GE employees. 

Leads to CRM from Webforms

Get this plugin and add to your web server 

Web Forms is an addon package for CRM which will direct web leads and web contacts directly to your CRM account. 

System Requirements

Web Server Apache version 2 or higher

Operating System: Linux or Windows

PHP: 4.2 to 5.2

CRM installed on a server  (yourcompany.dataforcecrm.com)

Manufacturer Lead Generation

Manufacturers should sieze the lead generation task to boost qualified leads across sales channels. 

Manufacturers, or any company which sells a value added service or product, can add excitement and productivity to their lead generation by becoming informational marketers. The steps are simple and fun. Number one, climb into your customers and prospects shoes, just for a moment, and figure out why people buy from you.

Are Power Points Effective or Sleep Inducers?

Most sales people rely on canned or slightly modified powerpoint
presentations. The salesperson believes this is the time to add
excitement by using a polished presentation with images and animation.
Powerpoints, well intentioned, are like handing out sleeping pills to
the target audience.

Traditional sales people tend to spout opinions to buyers. The best
sales people ask questions of prospects. Questions which are relevant
to the prospects' business and which pertain to how the offering will
fit and solve pain.

What do Sales Man Do?

They try to profile their customers. They believe they need to learn
about what the customer does what he likes what hobbies he has. Or more
granular, what has the customer bought in the past. I remember the
Swimming with Sharks by McKay. He has a hundred item profile list of to
get to know his customers or to get to know Jack.

CRM Module Customization

Profiles are part of CRM Role Based Access Control 

This is done by an Admin user. Admin user signs in and goes to Settings> Profiles. Profiles are set in the initial set up of your CRM.  Please view your list of Profiles and note that new Profiles can be added at any time. Here are the steps: