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
Selltis Blog
Insights, tips and tricks to help industrial sales teams get the most from CRM
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
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
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
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
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
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
Selltis Tips and Tricks: Related Contact Linkbox Icons
When you click on a link you will get the below dialog box: If you put your mouse over each icon, it will show you a bubble that indicates what each icon will do for you: Close. This will close … 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