How To Turn Leads into $ Dollars with your CRM

STOP LEAD LEAK
...Tech.Sell delivers Lead Tracking and Sales Management Systems

Problem: 80% of all leads are never followed up on.

Objective: Stop losing leads, by tracking all leads, assigning to reps, measuring and tracking results. AND KEEP IT SIMPLE!

From a current customer: 

"We use the program regularly and it serves as a great tool in our weekly sales
meetings. From everything that I can see, and experience, it is progressing quite well.

In terms of sales improvement, I can say, with certainty, that the program has held our
sales team far more accountable for their follow-ups and this has greatly diminished
the issue of any prospects "falling through the cracks".

Lizzie Ephraim Modern Process Equipment, Inc

Tech.Sell's steps to accomplish:

• Understand your firm's lead handling and sales process
• Integrate a simple process to identify the status of every lead and opportunity into your CRM system. Which means daily updates.
• Create a basic set of reports to track results and status by rep and lead source.
• Train sales and involved managers on the system and required reinforcement
• Regular coaching sessions with Tech.Sell consultant and manager(s) to review results, Q&A and make modifications

Ala carte goodies:

• CRM system implementation: GoldMine, SugarCRM, LeadMaster
• Mobile access phone, ipad etc.
• Additional reports/measurements as needed
• Dashboard charts
• Website lead import form
• Campaign setup and click thru tracking
• Automated follow up email nurturing process.
• Sales process development
• Quoting and Quote tracking systems
  
  For more info or to talk with a Tech.Selling coach about your lead system, call us at 847-382-4500 or click here

Galaxy S3 vs. IPhone -Hands on! Why I switched back!

After 20 days of way to dedicated effort I returned my Samsung Galaxy S3 and turned my iPhone 4s back on. What an amazing relief. Why did I switch after being an IPhone owner since week 1? Who knows, need for a change, really cool ads for the S3? Bigger is better? New is better? 

The biggest thing I learned. When it's all said and done, the Apple system is the easiest and best system you can use. The iPhone and IOS6 is almost impossible to move away from if you are a Mac user. Everything links and syncs seamlessly. Calendar, reminders, contacts, bookmarks, email, text messages and pictures. This is the stuff we live by. I was able to get some of this covered with apps like Smooth Sync for iCloud calendar and contacts. About $3.00 each.  You can do photo uploads with Google+. 

Size Matters! Smaller is better. You know that commercial where a thumb is tapping around the iPhone screen? Pay attention boys and girls. I am about 6 ft tall and have big hands, and I have to say the S3 is too big for one handed use. If you want a mini tablet, it's too small but it's a phone. When it's much harder to call, and really hard to text, forget it. You almost have to use both hands to do things that you can easily do with a thumb on the iPhone. And I can't imagine how one can use the Samsung Galaxy note 1 or 2 as a phone. Waaayy to big!!

Confusion: Android gives the user a lot of flexibility. The widgets for various apps are cool to start with vs. the boringly structured, inflexible, apple interface. But guess what. when it's all said and done the widgets take up a lot of space and if you have a lot of apps, you have to do too much page flipping to get to the ones you want. I found myself eliminating lots of cool widgets and going back to icons that wound up looking a lot like, you guessed it, the iPhone. 

I found many of the apps I took for granted on the iPhone weren't quite right on Android. I went through 4 email clients; Samsung mail, k9, Aqua mail, and another I can't recall and all had some issues. Couldn't reliably connect to an Exchange account, would be slow to get mail. (You know where you have an email on your iPad but can't get it to show up on the phone. or you delete a bunch of emails on the S3 and they are still on your computer? 

I never found an app on the Android that had more features than it's iPhone counterpart. But I found a lot that were missing features or just didn't work on Android. 

So when it was all said and done. I wasted a lot of time trying to make the switch work for me, but foggeddaboutit! Not worth it. Maybe if you don't care about everything syncing and you have hands like an orangutan it will be a wonderful choice. 

A final note. When I got the S3 AT&T had a 30 day return policy. When I took it back they said, oh we changed it to 14 days. So if you switch. Don't sell your iphone till you are sure, and make up your mind in less than 2 weeks. 

Nimble adds nifty notification features

New Product Features From Nimble

Empower Teamwork with Task Notifications

With Nimble's new task notifications, tasks you create for yourself or assign to others will never fall through the cracks. You'll receive alerts when tasks get assigned to you, or when the tasks you assigned to someone else gets completed, reassigned, or deleted. You'll also get alerted when a team member comments on your task or on one you assigned to someone else.  

3 Types of Notifications:

Notification Counter

Nimble counts the number of unread task notifications and displays them on the top-left corner of the application. 

 Click on the Nimble icon to see more details about the tasks. 

Pop-up Window Notifications

If you are using Nimble when a notification occurs, a popup window will appear. 

Email Notifications

Email notifications are perfect for when you're away from Nimble. Not only will you get alerted about the task, but you'll also get the full description, comment history, and contacts or deals related to the task.

Try Nimble FREE HERE! or Call Tech.Sell for info or a demo.

WMobile Latest Build 3.01.056 Available

wMobile 3.0 has been available for some weeks now and has stabilized nicely.

We have updated our wMobile documentation (PDF) to include What is New in wMobile 3.0.

One of the most powerful areas of wMobile has become our email archive functionality.  Take a look at this short article (PDF)  describing the functionality. 

We have today updated wMobile to our latest Build 3.01.056.  As usual ourinstaller will install new instances or update to the latest version.  If you are on version 2.1, make sure you update to the latest version of wmobile 2 before you move to version 3.0.  The wMobile 2.1 installer will update an existing system to the latest version of 2.1.

New Features in Build 3.01.056
2980    Support for Conditional Lookups
3055    wMobileDesktop: Add support for username/userfullname/date/time in GMViews

Fixed Defects Build 3.01.056
4488    Error on Dashboard               
4480    Warning on mobile contact screen that contact is not geocoded               
4478    wMobileDesktop: Contact Editor not usable after added OnFieldsFocusedEvent               
4466    Make Date Controls Bigger               
4359    WT_Configuration.version table shows version 2.1               
4484    Not all Opportunities are being displayed               
4431    Uninstaller Error               
4479    Add support for view specific field labels when creating filters               
4477    ManagerConsole - Ask for app pools/services restart when saving system settings.               
4482    Add ability to change SQL Server Password/User in Manager Console               
4490    Add a new registry key "RestartComponents" - Possible just from Manager Console               
4491    Updates unattended installer support (for wMobile Tests)               
4414    Enable AutoImport service                
4446    Add a new GoldMineSysData folder check, because sometimes the check/repair for API aliases fails because of this.               
4449    Support for hh:mmt time format in details               
4458    RGMS Installation: Sql Settings detection and GoldMine Settings detection does not work if we have a real ini for system data folder               
4460    Web Settings Repair fails in some cases               
4461    Pad settings in wMobile Desktop not upgraded properly               
4463    Map directions from office not working               
4464    Manager Console: Change Database writes wrong password in the regs.                 

Improving ROI on your CRM investment

What are some of the most "dangerous" thought processes in selecting a CRM system. 
Too many companies realizing they don't have a customer management system, focus on the wrong things. They look at software or technology issues instead of business issues. 
Here is a list of those nice to have tech items that won't impact your bottom line. 

1. Does it link to Outlook?
2. Can I sync with my calendar on my iPhone?
3. Can I use it on my ipad?

Focus on these business issues to impact the bottom line. 

1. Track all your leads to closure 
2. Do targeted email campaigns
3. Measure neglected customers
4. Increase customer touches 
5. Increase follow up by 100%
6. Measure field sales activities
7. Centralize and share all customer information in one shared location
8. Expand best practices to all users
9. Eliminate redundant repetitive time wasters. 

While we're on a roll, here are a few other program killers.

1. "It costs more than we wanted to spend" Develop a realistic budget with the help of a consultant who's done this before. 
2. "We don't need to customize it. We can worry about that later." If your CRM program doesn't look act and work for YOUR business it won't work at all. Your system should reflect the work and language your people use everyday. Then it becomes a tool to improve productivity. 
3. "Our IT department will manage the system." IT folks have unique skills and a hard job, but they rarely have run a business. Don't ask them to develop sales process, marketing programs, etc. It will not work!
4. "We don't really need any reports to start with." Without even the simplest measurements of who's using the program, you can not improve the system and many users will ignore it. 
5. "We'll do our own training." Training is critical. It is complete when every one is using the program effectively. Work with a consultant who knows the program and has extensive business experience. Look for a blend of software and process experience. 
6. "Top management expects this to work....but they aren't going to use it." Death!! A CRM system is a the core of customer related information. IT's not just an email client and a calendar. Top management needs to understand and adopt this powerful tool first. 

That's for starters. I bet you have some of your own. 

Need some help with your program? Tech.Sell has been helping customers get more from their CRM system for nearly 20 years. We are a partner for GoldMine, SugarCRM, LeadMaster and Nimble. Give us a call at 847-382-4500 or stop by our website.