How to Create a Call Campaign in GoldMine

There are many benefits to be derived from using the phones: —Increased interaction with prospects/customers —Reactivate former or inactive prospects/accounts —Ensure leads and prospects don’t fall through the cracks —Improved data quality and the benefits that it provides —Lower the cost of direct sales Calling campaigns can achieve many objectives:...

Tap Into the Fortune Teller … In You

Invest Time to Save Time, and Make Money! What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I...

Technology and Sales – A Love-Hate Relationship

By now most sales executives accept the need for technology, even though many still love to hate it. Then there are those sales people, probably the majority, for whom technology is a love-hate relationship which swings back and forth, albeit onesided. But strange as it seems, I love my technology!...

How to Use Reporting to Grow and Manage Your Business

A two-part look at how organizations can use reporting of information in their customer relationship management (CRM) system to increase sales and manage more effectively. Part I - 5 Ways Reporting Can Increase Sales We all accept reporting as a means for management to evaluate business activity of one type...

QuoteWerks Version 5.0 Builds 1 & 2 are now available!

QuoteWerks Version 5.0 Builds 1 & 2 introduced over 55 new features including: Opportunity Dashboard Auto-links Multiple Product Database Search Leasing Integration ConnectWise Sales Orders Dell Integration and much more. Check out all the recent updates and new features  and also Watch the recorded Webinar Video

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