CRM: The Pulse of Your Business This podcast looks at the Opportunity (deal) record in your CRM system.  What data are you capturing (or not) Is the data quality near 100%? If not what do your reports NOT tell you Does the record accurately represent the close data and deal stage ..read more

CRM: The Pulse of Your Business This video focuses on the Company record and its central role in your CRM system. Company Structure - Who are the people that comprise the company Activity Management - What actions are happening between your organization and your client companies? Organization Tree - What other organizations are related to your customer either as parents, children or siblings ..read more

CRM: The Pulse of Your Business The second webcast in the series explores the Contact record - the center of your CRM system. Three key areas are explored: Record Structure - What do you need to know? Record Management - Who needs to see 'what'? Data Quality - What you don't know can hurt you (your business ..read more

Series Introduction This brief video is a succinct introduction to the webcast series: "The Pulse of Your Business" Optimizing Your CRM.  No matter what brand of CRM system you use, you'll want to see this introduction to the webcast series to learn how you can optimize your CRM system to take your business to "The Next Level ..read more

CRM Webcast 1 This first webcast in the series presents a big picture view of CRM as the business intelligence platform driving the future of your business. Gartner the world's leading information technology research and advisory company, predicts that by 2021, CRM technology will be the single largest area of spending in enterprise software across industries.  If your business is going to last, you know that you need a strategy; a plan for the future. For ..read more

What process did you use to model your sales operations process? Like most every other topic on the internet, there is a large body of content from many sources offering you advice.  Too much to take in we think.  That's why over the years we have come to question the sources and methods for most processes and practices.  And Sales Operations is no exception. Process Management by Design vs. by Intuition Ask most folks how they designed their Sales Operations process a ..read more

Companies with successful Continuous Improvement programs can stay ahead of market changes and can accomplish virtually any objective they set a plan toward. These dominant companies can lead their industries in financial performance, customer satisfaction, product quality, and employee engagement ..read more

This goal aligns the people & teams and objectives commonly associated with managing employee contribution to the organization ..read more