Account Management CRM
If you are in the financial services or wealth management sector you know that building customer loyalty and trust requires you to deliver world class customer service and quality advice. This requires you to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs. Commence CRM is an ideal…
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Again, this week I encountered what has become a common event. I was called in to consult with a client. Sales were flat for too long, and the client knew that something had to be done. One of my first questions was this: “What do you know about your customers?” Once again, the answer was a glazed look and some…
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The latest release of CommenceCRM includes key enhancements to the Accounts application. Users will see improvements in form performance giving you quicker access to a broad view of your activities tracked in each Account profile, as well as more ways to organize your data within the Account detail. This update includes: Parent Company Relationships between Accounts Enhanced Customization for the…
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The amount of sales and prospect information you entrust to your memory each week will match the decrease in the income you generate each week.
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Quick tour of account details in Commence CRM. All related information such as notes and contacts are consolidated and easily viewed from the account.
Read More By Dave Kahle Adapted from Take Your Performance Up a Notch, Chapter 3, by Dave Kahle. Most sales people love to be active – out in their territories, seeing people, solving problems, putting deals together. This activity orientation is one of the necessary characteristics of a sales personality. A day sitting behind a desk is their idea of purgatory. Unfortunately,…
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By Dave Kahle Q. We do not want to turn sales people into collection agents, but there certainly is a role that sales people can play in the process. Do you have any thoughts? A. Yes, I do. Like you, I don’t want to turn sales people into collection agents. Let’s consider this piece by piece. First, I believe the credit…
Read More Sales Best Practice #38: Maintains a good filing system, with all the useful information readily available. By Dave Kahle “I’m just not a very organized person.” That from one of my recent seminar participants. “You’ll never be as successful as you could be until you overcome that,” I said in response. If you are not organized, fix it. Highly successful…
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Companies seeking a contact management or customer relationship management solution need to consider one aspect of their business before diving into the evaluation of products. Ask yourself one simple question – do you work with individual people, companies, or both? The answer will put you on the right track. Contact management software is designed to manage individual contacts, hence the…
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