Service Business Software doesn’t have to be stand-alone, but you do need integrated business management software that your sales people will use. Do you have the type of sales-force that gets the lead, and then dumps it on your desk? If you make sure that your sales staff follows a project from start to finish you will have employees fully versed in your overall view of company objectives.
Do you constantly send out routine follow-up e-mails about your product or service after your sales department has given you a lead? Do you take the contact information and have to double entry all the notes written by your staff? Do your sales people constantly overlap while chasing lead prospects (to your embarrassment)?
Perhaps you need sales management software that combines a CRM solution with every other aspect of your business. This will give you more insight into your customers and prospects for more effective selling.1
Here are a few things to look for when combining sales, projects or products, inventory, financial overviews and CRM:
The Internet has become a wonderful place to utilize that comprehensive business software. To find the best sales management software to make your time spent in the office manageable, look for a web based, no contract, no set-up fee, monthly subscription program that allows unlimited users.
Sales management software should combine CRM, projects and product inventory, billing, documents, time sheets, overviews and opportunities into a powerful automation engine with Gantt charts, drag-and-drop calendars, forecasting, work-from-anywhere Internet access for you, your employees and your clients and a “just start using it” approach to training. This will save you time and money and create great opportunities!
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.