Managing Tasks In Your CRM

What do I need to get done today?  Did I remember to tell Sarah to call the client next Thursday?  Has John made any progress on his report?  Managing tasks --and the back-and-forth communication around tasks-- can become a big time drain.  Fortunately, your CRM can help.  In LoTops, you can [...]

CRM Turns Your Business Data Into a Business Asset

Your CRM allows you to organize, store and use your customer relationship information effectively.  For instance, if you meet a prospect that says she’s not interested right now, but very well could be in six months, don’t let this valuable information you earned go to waste.  Enter it into your [...]

CRM and Customer-Centric Business

The right CRM is a key tool in helping your business become more customer-centric, a major goal for businesses today. Being customer-centric means actively prioritizing a good or great experience for valued customers -- and putting in place systems to deliver and measure that experience. If you want to be [...]

Why Your CRM Should Be In the Cloud

In 2008, Software Advice found that only 12% of CRM software was based in the cloud.  A decade later, more than 90% of CRMs are in the cloud. What caused such a dramatic change? The biggest driver has been the mass adoption of smart phones.  If you’re running a business [...]

Sales Emails Are Not Marketing Emails

Sales emails and marketing emails are different types of emails with different goals and different requirements for success. Your marketing emails –or newsletters—are opt-in emails.  Your recipients have somehow chosen to be on your list.  When your recipients receive these emails, they know they’re one of many people all receiving [...]

Why Realtors Use CRMs

Every successful realtor knows that taking care of customers and building lasting relationships is the key to enduring success. In fact, the National Association of Realtors recently reported that, on average, 42% of new buyers at a real estate agency will come from referrals. But a major real estate industry [...]

Why You Should Qualify Your Leads

Not all leads are created equal. The quicker you recognize which leads have value and which don’t, the more efficient and productive your sales process will be. Qualifying is the short questioning process that lets you determine whether a lead represents an actual opportunity to become a customer. For example, [...]

Working Backward From Your Sales Close

If there’s no close, there’s no sale. So why does the close often not get planned in the sales process? One large reason is often psychological. If you don’t have a time where you ask for the sale, you can always avoid a hard ‘no’ and cling to the possibility—however [...]

Why Do Small Businesses Use CRMs?

CRM –or customer relationship management—software is among the fastest growing categories of business software—especially among small businesses. So, what do small businesses use their CRMs for? For lots of important things. For improving sales processes; for automating marketing; for taking better care of existing customers and selling more to those [...]

That’s Not Right! Common CRM Misconceptions

CRM software is one of the most valuable tools out there for accelerating the growth of your business.  Unfortunately, too many businesses don't take advantage of CRMs because of some commonly held--but erroneous--assumptions about CRM. So, let's take a look at 5 of the most common misbeliefs that get in [...]