Tracking opportunities adds visibility to what is coming down the pipeline – providing you with a leading indicator for your business. If you are not practicing any kind of opportunity management, start by having your team simply document opportunities as … Read More
Selltis Blog
Insights, tips and tricks to help industrial sales teams get the most from CRM
Selltis Tips & Tricks: Duplicate Checking
There is an easy way to check if a company or contact is already created in Selltis. On each form, you’ll find an icon next to the company name and the contact last name fields that looks like multiple sheets … Read More
Business Intelligence with CRM: Dynamic Dashboards
Walter Wriston, chairman of Citicorp in the 70s and 80s said: “The person who figures out how to harness the collective genius of his or her organization is going to blow the competition away.” Our point here is simple: It … Read More
Process Before Technology: The Key to ROI from CRM
Selltis was founded on and built around the idea that process before technology is the key to getting ROI from CRM. In particular, a focus on the front end of the sales process can give your company a true competitive … Read More
Don’t Approach CRM as a Technology Project
When you decide to move forward on a new CRM system or revamping your approach to an existing system, don’t hand the lead to your IT department. Unfortunately, we see this happen a lot. As a result, rather than positioning … Read More
Don’t Make Training a One-Time Event
At Selltis, we prioritize training as an ongoing need, rather than a one-time event. It’s rare that everyone gets everything the first time around. After all, moving to a new system is overwhelming no matter how prepared you are. Change … Read More
Update: Document Management
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
Update: Selltis Mobile 2.0
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 our new … Read More
How Do You Manage Quotes?
Is your business a quoting machine? Do you churn out quotes for anyone who asks? Or are you careful about the opportunities that move to the quote stage? It may seem counterintuitive, but being stricter about who you quote for … Read More
Technology Is Not a Silver Bullet
A lot of companies have high expectations when they embark on a CRM (or, for that matter, any technology) project. But technology in and of itself won’t solve the challenges you face. Technology is not a silver bullet. That may … Read More