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
Selltis Blog
Insights, tips and tricks to help industrial sales teams get the most from CRM
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
What’s the Cost of Sales Team Turnover?
When you lose a salesperson – whether through retirement or quitting – the cost can be steep. That salesperson walks away with years, and sometimes decades, of customer history. If that knowledge is not transferred to the next in line, … Read More
Get Rid of the Islands of Data in Your Company
It’s time to automate and eliminate the Excel spreadsheets and call reports flying around your business. One of the key benefits of CRM is the ability to put all of the data you have been collecting in one spot. Unfortunately … Read More
Why You Should Track Sales-Focused KPIs
Most industrial distributors, reps and manufacturers track back-end KPIs, or key performance indicators, such as inventory turns, invoicing, average days payable and bookings. But it’s just as if not more important to track front-end KPIs to get a good view … Read More
How Do You Define a Sales Visit?
It’s time to think differently about sales visits. A salesperson may meet a prospect face-to-face. But a phone call or an email may be just as meaningful. All of these connections with a customer or prospect should be tracked in … Read More
4 Ways to Use CRM You May Not Have Considered
You already know you can use CRM to track and manage contacts, customer locations, activities and sales opportunities. But if you feel good about your company’s ability to manage these critical pieces of your sales process, expand your view of … Read More