Organizing Data Archives - Blitz Sales Software

How to Avoid Self Sabotaging Syndrome in Sales

by Archie Heinl | Sep 13, 2017 | CRM/Contact Database, Motivating Staff, Organizing Data, Sales Team Management, Uncategorized

It’s easy to become your own worst enemy in a field as competitive as sales. Learn to identify and overcome self-sabotaging syndrome for a more satisfying sales career. By nature, salespeople tend to be relatively thick-skinned. You’d have to be,...

Automating Different Stages of the Sales Process

by Archie Heinl | Jan 21, 2015 | Contract Review, CRM/Contact Database, Cross-Selling, Events & Conferences, Internet/Web Leads, Lead First Contact, Lead Management, Lead Nuturing, Networking, Organizing Data, Referral Generation, Referral Leads, Renewals, Sales Automation, Telemarketing Leads, Website Visitor Leads, Win-Backs

The sales process contains many moving parts. Reps must be able to handle new leads, following up with recent quotes, cross selling to current customers, trying to win back past business, and more, simultaneously. Dealing with potential clients at different...

How to Create a Custom Workflow in Blitz

by Archie Heinl | Nov 19, 2014 | Contract Review, CRM/Contact Database, Cross-Selling, Lead First Contact, Lead Nuturing, Organizing Data, Referral Generation, Renewals, Sales Automation, Uncategorized, Win-Backs

Although Blitz Lead Manager offers best practice Workflow templates, many businesses have a unique process that requires a custom setup. Setting up a custom Workflow is simple – just follow the 6 steps below: Decide which leads you would like to target...

2 Ways to Assign Contacts By Zip Code

by Archie Heinl | Nov 12, 2014 | CRM/Contact Database, Organizing Data, Uncategorized

Using web based software like Blitz allows businesses to assign leads easily and to the right sales reps. Many Blitz users have multiple locations using one account, so need to assign leads according to zip code (or city, or any other criteria for that matter)....

How to Export Leads from Blitz to Scrub

by Archie Heinl | Oct 29, 2014 | CRM/Contact Database, Organizing Data, Uncategorized

Scrubbing your contacts is a necessary task to keep your database clean and comply with company and industry regulations. Blitz’s web based software allows users to export any lead information in order to be scrubbed and updated. Below are step-by-step...

8 Reasons to start using Blitz’s opportunity tool

by Archie Heinl | Oct 22, 2014 | Best Practices, CRM/Contact Database, Organizing Data, Reporting, Sales Opportunities, Sales Team Management

Monitoring quotes and sales not only motivates your staff, but is also key to quickly growing a successful business. Lets face it, sometimes it takes 4 or 5 drafts before you get an efficient process in place, and top companies understand it’s important to...