Open an Excel Window into your CRM data-MasterMine

The biggest bridge between a CRM investment and actual bottom line profit is connecting a piece of software to the daily activities of your staff, and plans of your business.  Sounds simple but...

No plan no cigar! We see many programs where there is no plan, no user adoption, no measurement, and of course no success. 
Do whatever you want! More typical is a system where some people use the CRM and the rest are allowed to skate by and use Outlook. Some users are in the CRM system and others just "do their own thing". There is no measurement, and no success. 

The real deal! Then there are those rare systems where they "get it". They buy a system to do something for the business; build sales, track leads to closure, connect the inside and outside teams, increase customer touches, etc. After they install the system, they customize it to fit their business. They train each department until everyone gets it. And then they do something very important. They measure! They measure usage, field activities, sales process, lead tracking, neglected customers, the sales funnel, activity by market type, you name it, they measure it. And those companies are successful.

It's that simple. You need to figure out what the CRM system is supposed to do for you and then measure your progress and it's success in achieving your plan. 

So I have now mentioned measurement 5 times and you might be saying so HOW do I measure all these critical success factors. 

Well if your CRM system is GoldMine, there is one answer; MasterMine! 

Of all the reporting tools available for GoldMine, MasterMine is tops!

It pulls data from any part of GoldMine and uses Microsoft Excel to create pivot tables. (I know that might sound scary) but even I figured out how to do amazing things with the data within a very short time. 

You start with over 100 prebuilt templates that will address every business issue I've mentioned so far. You can create charts and graphs, if you are a fan of that sort of thing.

But most importantly you have unlocked the power of CRM by putting the data to work for your company. 

Here's a great little video that's worth a watch. 

If you have more questions or want to see a demo with your actual GoldMine data call or write us.

Join us for a closer look at MasterMine with creator and Excel Guru Rob Machalek on September 13 at 11:00 CST. Click here to register.  You can also learn more at our website. 

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Have more questions? Give us a call at 847-382-4500 or sign in here.

Tech Sell Announces Solution Partnership with Nimble

Press Release

Tech Sell Announces Solution Partnership with Nimble

New Social Business Platform Nimble Transforms the Way People Manage Relationships

Barrington, IL, August 1st, 2011 – Tech Sell has announced their solution partnership with Nimble. Nimble is a Social Business Platform that combines relationship management and social engagement into an affordable web-based solution.  It integrates LinkedIn, Facebook, Twitter, Google, email contacts and conversations into one seamless, intuitive environment, empowering small businesses in today’s socially connected world to attract and retain the right customers.

Created by Jon Ferrara, the founder of GoldMine, a pioneering SFA/CRM product, Nimble is the only solution on the market that integrates the “4 Cs” -- contacts, calendar, communications and collaboration -- to enable professionals to effectively manage the way they see, hear and connect with their company's most important asset: their business contacts.

“The problem today is our contacts and our communications are in too many places,” said Jon Ferrara, CEO of Nimble. “Between IM, text messaging, LinkedIn, Facebook, Twitter, Skype and email, we can't keep track of it all. Trying to manage all of this in eight different tabs on your browser isn't the solution. We created Nimble to solve our own needs and we’re bringing it to the world to help small businesses solve theirs.”

Rick Mignano, founder of Tech Sell states, “We are excited to announce this new solution partnership with Nimble.  We are pleased to offer our customers Nimble which unifies email, calendar and social channels in one application.  This will allow our customers to easily see all of the communications made with their contacts no matter where the conversations took place.

Nimble is the next evolution in relationship management – a social relationship manager that makes it fun and easy to nurture personal and business relationships.

About Tech Sell

At Tech Sell, our goal is to build systems for your organization that will analyze your customers and opportunities, and help your company be more efficient by examining your current business, sales, marketing, and customer service processes. For more information, please visit our website at www.techsell.net or call us at 847-382-4500. You can also join us socially on Twitter @Techsell1 or on LinkedIn linkedin.com/in/rickmignano.

About Nimble

Nimble was founded in 2009 to help small businesses transform their communities into business opportunities. Nimble opens a whole new channel for businesses to engage customers in two-way dialogue, leveraging the power of traditional CRM and social media with its web-based social business platform, Nimble. Located in Santa Monica, Nimble is in the heart of the Southern California tech community. Please join the conversation on Nimble’s Facebook page at www.facebook.com/nimble, LinkedIn and on Twitter @nimble.


Sign up for Nimble Today! It's Free 

Measuring the cost of CRM

In a recent LinkedIn discussion the above question was asked. Here was my comment. 


Not to digress too far from the questions, but I think the real challenge is focusing on the return on the CRM investment. Whether Cloud or Premise based, we see so many companies who fail to fully implement the potential benefits of the solution. They fail to plan, customize and train on the role the CRM system can play in their organization. Usage requirements are not defined, usage is not mandatory and is not measured. I don't mean to sound negative, but poor implementation is by far the costliest factor in any CRM program. And it happens more times than not. 


Need help planning or implementing, or fixing your CRM program give us a call at 847-382-4500. or visit www.techsell.net.