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...

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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...

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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...

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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...

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Mastering the lead nurturing process

  As any sales rep knows, a large percentage of prospects will not be ready to buy during your initial conversation.  Out of the hundreds of leads you contact, each are in a different stage of the buying process.  Some might just be browsing, or in a...

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