3 Resolutions to Get the Most Out of CRM in 2017

It’s the start of a new year, and typically a new set of goals and opportunities for industrial distributors and manufacturers. We’ve put together three resolutions you should make to get more out of your CRM system in 2017: 1. … Read More

Featured Post

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

Featured Post

Selltis Tips and Tricks: Adding to Your Desktop Panel

To add to the Desktop Panel, follow these directions: Click on the protractor icon: This will bring you to Personal Options>Desktop Nodes: To add a new Node to the list, click Insert to add it to the top and Append … Read More

Featured Post

CRM Functionality: Calendar Management

Many companies manage calendars in individual Outlook accounts, but in a CRM system, you can do group calendaring with your team internally, as well as with external partners such as manufacturers, product specialists and others. That visibility is valuable. For … Read More

Featured Post

5 Questions to Ask to Qualify Sales Opportunities

Proactive sales opportunity management is one area where CRM can help you grow sales with existing customers, as well as with new ones. But not every opportunity is worth pushing forward in the pipeline. Have your salespeople ask these five … Read More

Featured Post

CRM Functionality: Sales Opportunity Management

Opportunity management is the entire front end of the sales process. An opportunity comes after you qualify a lead. Effective opportunity management adds visibility to what’s coming down the pipeline. Your CRM system allows you to automate this process. If … Read More

Featured Post

From Possibility to Profit: The Importance of Qualifying Leads

The lead stage is the start of the sales cycle. A lead is a company that has shown a level of interest in your products and services; they’re a potential customer. But we must emphasize that they’ve only shown interest. … Read More

Featured Post

CRM Case Study: Texmac Bridges Sales and Service, Connects Remote Workforce

Texmac, a distributor of commercial embroidery machines, needed to better connect its remote workforce, spread throughout North America. It also wanted to bridge two critical areas of its business: sales and service. “Companies have two incredibly valuable assets inside of … Read More

Featured Post

The Changing Roles of Marketing and Sales – and How CRM Can Help

The primary if not only reason for investing in CRM is to improve the effectiveness of your sales and marketing efforts with one goal: growing your top-line sales. While it is important to manage contact and company information, the real … Read More

Featured Post

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

Featured Post