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Stephen Todd
Stephen Todd

Author Stephen Todd

Stephen Todd is Director of webCRM. He has been involved in the CRM software business for many years and has previously managed other software companies. Stephen takes pride in helping customers grow their businesses and become loyal long term webCRM ambassadors.

Get organised with a CRM system

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When starting a business you need a business plan where you consider the legalities and things like how you can market and sell your product. Many businesses tend to forget to include the implementing of a Customer Relationship Management (CRM) system in this fase.
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Top tips for getting the most from your sales leads

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When an organisation starts on the CRM journey, one of the key processes they are looking to incorporate is leads – or sales – management, the cornerstone of any CRM solution. There is often a gap between the marketing effort and the sales process of a company – a CRM solution can provide a two-way communication channel that delivers benefit to both teams in your organisation:
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Employees are the key to success

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What creates success in a small entrepreneurial business? The answers are many – a good idea is crucial. Strategic skilful leadership that understands what it takes to market the product. Luck or lack thereof also has influence on who makes it or breaks it.
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Is CRM as important as your accounting system?

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It is interesting that whilst most companies have a pretty well managed accounting function, the information flowing between you and your customers, does not seem to be as high as a priority. Every business owner or senior manager understands the value of managing invoices, payments, stock and cash flow. Legally there is an imperative as Company Directors; we have to demonstrate that we are in control of our finances and customer transactions.
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Canvas is silver – but follow-up is gold

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Sales people are often 'starters'. They love new initiatives and will be committed and have great enthusiasm as soon as a new initiative is launched. I have worked a number of years in various types of sales roles, and seen that when the initial enthusiasm has settled, it is typically harder to continue to work on the follow-up. And that’s a big mistake! This is the moment when you receive the benefits from your original work.
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Personal branding lets you sell more

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We buy from the person, not just the company. The salesperson is the main driver of getting new clients. So it’s important to think about the signals this person sends out. The salesperson should be someone the client feels they can trust, someone they respect and most of all someone they like! The customer will be a loyal customer if they feel that the salesperson is reliable and engaged in giving them great service.
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Customer relationship management

When is Customer Relationship Management (CRM) a success? When it develops your customer relationships and when you focus on actionable and critical data and features. Read about the 2 webCRM frameworks, which help you scope your CRM project right and focus on information you can act on.

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