We’ve been working with goals in Selltis for many years. Frequently we find as we work with new customers that goal management is not one of the reasons for investing in CRM, and we are always a little surprised by … Read More
Author Archives: sandeep marru
Year-End Reflections – Common Themes on Using CRM to Achieve Growth Goals
As another year comes to an end, it’s a good time to reflect on a number of themes I’ve been hearing when talking to industrial manufacturers and distributors. Some of these conversations happened during webinars, others during in-person meetings, and … Read More
Business Intelligence with CRM: Setting and Tracking Goals in Dashboards
We’ve discussed dynamic dashboards, an out-of-the-box Selltis feature not found in other popular CRM software. We also recently discussed exception reporting – not just looking at a trend, but diving deeper to learn of underlying issues, such as “Are leads … Read More
CRM Functionality: Tracking Customer Touch Points
As we previously discussed on this blog, a touch point with a customer may include everything from a simple phone call or email to an in-person sales visit. It may also be a service call; it’s important to think beyond … Read More
Why You Should Track Service Calls in Your CRM
Are you taking full advantage of the data collected by your service department every time they interact with a customer? For most companies, the service department has the most untapped potential of any to grow sales. You read that right: … Read More
Hold Regular Meetings to Get Feedback on CRM
You have a new CRM system, with a team that’s excited to move forward. If you’ve followed best practices and included a diverse group in the design and implementation of the system, how do you maintain that momentum in the … Read More
Update: Selltis Connect for Outlook
Selltis’s philosophy is to partner with our clients, and not just sell them CRM software. Our latest innovation reflects the needs of our clients whether they are in the office or on the road. Here’s a look at the latest … Read More
Selltis Tips & Tricks: When You See (More …) on a Field
When you have a form open and the list shows (more…) after the last record: Click on the linkbox selection (highlighted in yellow below). Any time there is … behind the label of the field it is a linkbox selection. … Read More
Business Intelligence with CRM: Trend vs. Exception Reporting – Are You Spending Your Time Wisely?
Last time, we discussed using dynamic dashboards to look at related data from the perspective of one or more particular values, such as margin by product group. Continuing the conversation, if you are not in a position to manage your … Read More
CRM Functionality: Large-Scale Project Management
Selltis CRM is tailored to industrial and construction markets, which frequently feature large-scale jobs that involve a broad range of products and services. That may include a new plant expansion or revamp of a facility. These opportunities are typically characterized … Read More