According to the ABC method, get to know your key customers, to whom you should devote the most time and energy. Read how to perform the analysis.
Encourage a potential client to the next step in the business process with a good follow-up. We'll show you how.
Develop a database in which you can fill everything about every single customer.
Throw-in-the-water learning may work in some professions, but not in sales.
Most companies start with managing their business in Excel spreadsheets. But over time, they start considering the purchase of a CRM.
We have changed the name of the record type "Quote" to “Sales Order” and also added a completely new record type. You can enable or disable either one if needed.