Tag Archives: Successful CRM

Time for a CRM Evaluation Tune-Up?

As we all know, every business has its own set of individual characteristics: department structures including account management plans sales methodologies established customer processes deal sourcing strategies In addition, every business has its own special requirements needed to keep them on the road to success. One of the elements needed …

Deal Forecasting: Predicting Deal Sourcing Trends Using CRM

A few days ago, I was introduced to the idea of sales forecasting. It got me thinking about deals, and whether or not the same or similar concepts of sales forecasting would apply to deal sourcing and predicting future trends of deals – deal forecasting, so to speak. The article …

Successful CRM: Building Relationships with Early Stage Companies

by Emily Dyess Stickie notes covering desks and an abundance of unorganized spreadsheets are an outdated system of management for a multi-billion dollar industry. The question is, how exactly can you track early stage companies and build the relationship necessary to maintain potential business? “A recent Gartner Inc. research study …