CRM Blog Posts
August 21, 2017
On the heels of Insightly’s announcement of a major release of its CRM featuring a redesigned technical architecture and user interface that helps sales team improve productivity, Bedrock Data is now featured as an Insightly integration service. They offer successful marketing automation system integration of Insightly with some of the top software used by companies ... Read More
August 10, 2017
You know your business needs to build long-term customer relationships to succeed. So, you implement a CRM to help manage the process company-wide, watch the data start flowing in, and wait. And wait. And wait. Unless you’re paying attention to the right metrics, you may never figure out whether your customer relationships are growing the ... Read More
August 4, 2017
Managing content isn’t easy, especially when you have plans to scale your operation. Without a rock-solid process, the addition of new topics and writers will only compound the issue. Before you can expand, you need to invest in the process itself. In this post, I’ll show how it’s possible to optimize your content workflow by ... Read More
Delivery: The Culmination of Your Sales Cycle
July 6, 2017
“We deliver on our promises.” You’ve probably heard companies that tout similar mottos. On the surface, this type of tagline can almost seem clichéd. Clichés aside, delivering on promises is a fundamental part of being in (and staying in) business. Unfortunately, some companies mistakenly focus too much effort on their sales pipelines at the expense ... Read More
Time Management Secrets for Marketing Consultants
June 6, 2017
Time management secrets are essential for marketing consulting success. Right-brained or left-brained? Creative or analytical? Strategic or tactical? Marketing consultants have a fine line to walk between ideation and execution. On one hand, we must continuously develop innovative ideas that keep clients ahead of competitors. On the other hand, we also must be highly efficient in the ... Read More
5 Smart CRM Shortcuts to Impress Your Clients
May 24, 2017
Consultants are in the business of looking smart in the eyes of our customers. (Whether we are actually smart might be somewhat debatable!) With client priorities dictating every waking moment, consultants can sometimes fall into the trap of overlooking their own business workflows. Although it’s important to keep your customers top of mind, it’s also wise ... Read More
5 Time-Wasting Business Habits & How to Avoid Them
May 17, 2017
Time goes by much too quickly. As the leader of a growing business, you know this to be all too true. Days and weeks continue to zip by in a flash, and your strategic priorities seem no closer to implementation. Although you can’t slow down time, you can identify time-wasting habits that may have formed ... Read More
Why Closed-Won is Just the Beginning of Business
May 9, 2017
Closing a big deal can be very satisfying. It’s dinner and drinks all around when the stage of the deal is changed to 100% (closed=won). The hard work you’ve invested in prospecting, follow up, proposals, and negotiation have culminated in this highly anticipated moment. Time to sit back and relax, right? Wrong! In fact, for ... Read More
Exceptional Service Management: 5 Skills for Strong Customer Connections
May 4, 2017
You’re invited to join us on Thursday, May 23rd from 8 – 9 AM PT, for “Managing for Exceptional Service: 5 Skills Your Team Needs Now to Create Strong Customer Connections”. This Insightly Insider Discussion series will be hosted by Marilyn Suttle and Lori Jo Vest, Customer Service Experts and co-authors of “Who’s your Gladys” and “Taming Gladys”. ... Read More
How to Convert Insightly into a Lead Gathering Machine
May 3, 2017
Your marketing efforts are really starting to pay off. You’re a lead gathering machine. Each passing week brings in a record-setting lead volume, far exceeding your own expectations. Best of all, there’s not one particular lead source that is overly dominant. Everything you’re doing seems to be working, and that includes organic web search, paid ... Read More
