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.  When you are on the road and once again either the GPS or your mapping program on the phone has steered you to a dead end, it is nice to have addresses near by.  Even more so it's good to

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 networking group. And I asked myself, "self, when was the last time you asked for a referral?" Quick rap on the forehead, and then a postit note saying "Ask for a Referral" placed on the monitor. Such

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 data cleansing is not high on the priority list.  But it should be.  Bad data costs money - in efficiency, lost revenue, wasted marketing expenditures, and a variety of other ways. And you

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 report on it - which is what this article is all about. But he knows his business. He knows the numbers he wants to see or, in many cases, what numbers he is not seeing - ie sales calls not being made.  I

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 and if they searched social media for product information. In both cases, the customers responded that they wanted to be more "in charge" of the process of researching products and choosing how they

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 and problem and coming up with an appropriate solution that may or may not be based on a specific tool. This happens all the time.  That made me realize it would make a good blog article.  

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 is the end result you want to accomplish. Are you small business trying to get new customers? Are you a large organization wanting to reach out to existing clients to improve the relationship you have with them? Are you suffering from