Sales
When Something Goes Wrong in Your CRM Upload
What a wonderful feeling a business owner has when they’re able to upload everything into their CRM in only a couple of clicks! Following the instructions, properly preparing the Excel document and carefully filling out the entire required field mentioned allows for an easy upload. But what about when the user realizes there’s an issue…
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Uploading Data to the GoSmallBiz CRM
Previously, we talked about how important it is to find a CRM that allows you to upload information en masse, making the process much more efficient. Organizing the Excel files housing all of a business’s customers’ information and prepping how the information is organized before uploading to a CRM with mass upload capabilities may be…
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Prepping for the CRM
Once a business owner has selected a Customer Relationship Manager (CRM), uploading their clients’ information can be a daunting task if the owner or manager has to enter each customer’s information and their notes one by one. When researching the right CRM for your business, it’s best to find one that can do mass uploads.…
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Who is the Most Effective Salesperson?
In my life, I’ve often been called a great salesman. I’ve put myself in position to sell all kinds of things: technology, insurance, education—you name it, I’ve sold it! But here’s the secret to my success in sales: I don’t sell anybody anything. Never have. Never will. I’ve found that the most effective salesperson is…
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Treating Customers Right
No matter what business you are in, you have to always put the customer first. Think like a customer, and look for ways to provide real value to your customers. And that also means treating your customers the way you would like to be treated if the situation were reversed. As a small business, it’s…
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Provide Relevant Benefits to Your Customers
You get your customers to come back more often to buy more and occasionally pay more by constantly providing them with relevant benefits (through your products, your service, and the total customer experience with your business) that are differentiated from all competitive options. That’s it. That’s how to succeed in business. Relevant needs drive half…
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Consultant’s Corner: Business Name and Domain Name Change
Question: What is the best way to transition from our existing domain/company name to a new one? There are several things to consider when transitioning from one company and domain name to another. Business Name Change A business that changes its name can notify the IRS of the name change by following the procedures described…
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How to Write a Sales Script That Won’t Annoy Your Customers
Sales scripts get a pretty bad rap because they are so closely related to cold calling, and cold calling is annoying. (Ever notice how it seems to always happen during dinnertime?) But these scripts can actually be pretty useful, as long as they’re written and used the right way. Prompts are great for getting new…
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The Power of Recurring Revenue
In the late 1980s, I discovered infomercials. Bill Guthy and Greg Renker started Guthy-Renker in California after they got the idea for creating and running infomercials, and even though I had no idea what an infomercial was at the time, I joined them. We started out by doing an infomercial with Tony Robbins—the first infomercial…
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The Art of Friendly Networking
If you can recall being on the playground, meeting a new playmate on a jungle gym, and being able to make an instant friend on the spot as a child, you can understand the appeal of networking in a business sense with those already close to the heart. Just as easy as it was to…
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