Automating Different Stages of the Sales Process

  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...

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Automating your cross selling process

  Your biggest goldmine of potential business is already sitting right in front of you – your book of business.  Think about your new lead follow up process for a moment.  Now think about how you follow up with your customers.  It’s easier and less...

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A User’s Guide to Blitz

  When logging into Blitz, it is important to have a plan.  Knowing what to check, what you are responsible for, and who you should be following up on is step one to creating an effective strategy for sales.  Below are some general tips and scenarios that will...

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