Leadership Needs to Be Invested: Why CRM Success Starts at the Top
Automation, CRM Advice, Staffing, Workflows
A company once spent over a million dollars on a CRM implementation that never even launched. It was not because the technology failed. The issue came down to a disconnect between expectations and execution.
This is a common story. Many…
The Difference Between a Good Proposal and a Great One
Automation, CRM Advice, Customer Service, Staffing, Workflows
When businesses ask how they can achieve faster sales cycles, higher estimation accuracy, and a more seamless buying process, the answer often comes down to one thing: sales proposals.
A sales proposal is not just a document. It is the primary…
Inconsistent Quoting: How Change Orders Quietly Drain Profitability
CRM Advice, Workflows
Many manufacturing companies struggle with deals that look profitable on paper but barely break even once the order is complete. The issue often comes down to one root cause: inconsistent quoting practices and unmanaged change orders.
When…
Workflow: What Does it Really Mean?
Automation, CRM Advice, Workflows
The word “workflow” gets used often, but many businesses do not fully understand what it actually means. At its core, workflow is about automation: when one action occurs, the system triggers the next step.
Simple in theory. In practice,…