Archive for Sales management

Do you practice good CRM?

CRM. What is it? First off, it’s an acronym – Customer Relationship Management.  But far beyond that it is a methodology and set of business tools and practices to know your customer.  It helps answer the important questions.  Do they need anything? Are they happy with  what is going on with your services or products? […]

CRMAddons Acquisition

Patricia Egen Consulting Acquires CRMAddons Product Suite from Northwoods Software. Press release date: June 30, 2015 Chattanooga, TN, and Nashua, NH, June 30, 2015 – Patricia Egen Consulting (PEC) today announced the acquisition of CRMAddons from Northwoods Software Corporation.  CRMAddons is a suite of automation tools compatible with the Act! Contact Manager, owned by Swiftpage […]

What am I doing this week? Quick lookups with ACT

Traveling for pleasure is an adventure – traveling for work, well, not always as much of an adventure.  I don’t keep a  paper calendar anymore.  It’s all on the computer or on my smart phone.  Yet, when I head out on a several day trip, I like to keep a paper copy of my details. […]

Fast Tip Friday: Ask for referrals

Yesterday I was once again reminded of something I read in a book by Dale Carnegie: “91% of customers say they give referrals yet only 11% of salespeople ask for them.” One of my clients said they were really happy with what we had done and that they were going to refer us to their business […]

Spring is a time to clean your data

Spring is in the air and it’s time for some spring cleaning.  How often do your scrub your contact lists? How often do you check for duplicates and merge them? If you are like most people, not often enough. That’s not surprising.  We all get caught up in our day to day work schedules so […]

Excel Reporting – don’t ya just love it

This is another in one of my information ninja articles.  Information Ninja is what one of my customers calls me. I told him, no, it is my job to make him one.  He laughed and said he wasn’t quite sure that was the case. But indeed it is.  I know how to find data and […]

Are your customers really wanting that cold call?

Over the past year, I have been reading a lot of articles about how social media is changing the world of sales. What has been happening recently is I’m actually seeing this in action. A couple of my clients decided to survey their customers to ask them how they preferred to be contacted for sales […]

Business Improvement – it’s a process not a tool

Yet again, I met with a new client to discuss their current business “problem” or like I call them – “challenge.”  The client called me looking for a silver bullet or tool.  By the end of the discussion, I believe I had them headed down the right path – that of better defining the process […]

What does CRM mean to you?

CRM. We have all heard that term by now. To many it means having a process in place to manage customer relationships. To others it is a tool. To me, it’s all of the above. But before you can define what CRM means to you, you need to have an end goal in mind. What […]

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