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FEBRUARY 4, 2013

It is everything from how organized you are or need to be, to how comfortable your chair is, to how much space you have for technology or documents, and other aspects of a work space. It is so much more than noise, though. Start thinking about what is making you less productive as you go about your day. Do you get interrupted a lot?

Inside Sales 222

Inside Sales Outbound Conference Energy 222

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JANUARY 17, 2013

In the manner that images are in Pinterest – video, images, and documents all present nicely on a page for easy and simple access. Through their interface, you can easily do things like setting up a welcome page for new clients or a password-protected area for new hire training.

Tools 230

Tools Hiring Report Face-to-face 230

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MARCH 14, 2012

DOCUMENT: This is where good CRM, list-making, and note taking comes in – capture your next actions so that you have an automated way of determining who to follow-up with next. ” (if there is a project name.

Buyer 196

Buyer B2B Call-back Decision Maker 196

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DECEMBER 22, 2011

New Sales Reps Need More Guidance on a Process and Methodology – We brought on a new sales rep (or created an inside sales team) and nothing is documented – everyone around here seems to do something different. Document how we gain new customers and what specifically we do with and for them to keep them as customers.

Lead Rank 155

Lead Rank Lead Scoring Sales Process B2B 155

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SEPTEMBER 17, 2012

Postwire takes Pinterest curation and incorporates other cool elements, like adding video and documents. Knowledgeable Resource: I attended the Smarter Commerce Global Summit with IBM and curated a page on Postwire that has links to blogs, video, and articles about the event.

B2B 194

B2B Opportunity Banking Conference 194

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DECEMBER 26, 2013

The Weekly Sales Dashboard is an overview document – it gives you a single visual for all that you are doing. We customize these for clients based on what is important to the flow of their process, their sales methodology, and specific tools they use.

Scale 231

Scale Hiring Ideal Customer Profile Sales Methodology 231

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DECEMBER 7, 2012

In addition to the tool(s), do you have a documented process on how to review and rate the leads that come in? Some ideas you might want to think about heading into 2013: Do you have an inbound marketing tool or set of tools to help attract buyers? Do you have knowledgeable people to support an inbound program?

Leads360 225

Leads360 Closing Inbound Outbound 225

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JULY 12, 2012

Did you notice after a while that a lot of information you thought was documented wasn’t? Unstructured data in people’s brains is the worst type to have – nothing documented. Have you lost a sales rep or customer support rep recently? All midmarket companies need to manage data better. Listen, Really Listen Online.

CRM 196

CRM Social Media Segment Engineering 196

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JUNE 23, 2010

Better yet, hire an attorney to help you draft your documents. Next draft it out, AND create all of the “what if” scenarios should the client relationship, or vendor relationship discontinue. It can literally cost you a market niche or multi-thousands of dollars if you cut corners. Then, USE them – every time!

Lead Rank 120

Lead Rank Lead Scoring Hiring Lead Nurturing 120

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FEBRUARY 8, 2012

These must be documented, and your CRM tool needs to be set up to support your process. What is in it for a busy sales rep or sales leader who would prefer to spend any administrative time instead being in front of an extra prospect or two? You have multiple processes depending on the client?

Lead Rank 148

Lead Rank Lead Scoring Follow-up CRM 148