Sales needs analysis: 7 questions before the quote
Understand what the customer wants to achieve before giving a price. Seven questions, an example and a conversation template to use straight away.
CRM systems
Guidance on choosing a CRM, collecting leads and developing your sales process.
CRM or Excel: which suits your business?
Compare spreadsheets and CRM using five everyday tasks to decide which way of working suits your business.
Following up a quote without being pushy: three email templates
Three email templates and a routine to help you follow up quotes and give your customer a clear next step.
Lead management: stop losing customer inquiries
A registration template, a weekly review and a practical test to keep incoming customer inquiries organised.
CRM implementation: start simple and involve your team
Give your team a shared way of working with customers, deals and follow-ups from the start.
What is CRM? Customers, contacts and deals explained
Understand what CRM is and how customers, contacts, deals and follow-ups fit together.
CRM migration checklist: prepare your customer data
Organize customer information and check the transfer before leaving your old CRM.
CRM for solo business owners: a routine for customers and next steps
Make time for customer work between jobs with a routine for deals, pending replies and the next contact.
Managing leads in CRM: from contact to deal
Understand the customer’s needs, choose an owner and give every potential deal a clear next step.
Choosing a CRM: a checklist for your everyday work
Test CRM with real tasks and compare what your team needs in everyday work.
AI in CRM: from email to opportunity
Let AI interpret the customer enquiry, then review the information, assign an owner and plan the follow-up.