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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How to Create a Custom Workflow in Blitz

  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...

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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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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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Are you ready for marketing automation?

In order to create a successful marketing automation program, business owners should consider evaluating their current process as well as establishing concrete goals for expanding business and improving productivity.  How do you know if you are ready to automate your...

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