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 stages...

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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 help...

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Customizing statuses and milestones in Blitz Lead Manager

When prospecting, it’s important to track the progress of leads.  This is not only important to know where you are at with an individual lead, but also provides insight into your sales process as a whole and can even help automate and streamline your follow up....

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How to catch up with neglected leads in Blitz

  Blitz Lead Manager’s neglected leads feature lets users easily see if they have missed appointments from their Blitz calendar.  This is helpful when falling behind on calls, or unexpectedly away from the office.  Administrators can also use this tool to keep...

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