The Changing Roles of Marketing and Sales – and How CRM Can Help

The primary if not only reason for investing in CRM is to improve the effectiveness of your sales and marketing efforts with one goal: growing your top-line sales. While it is important to manage contact and company information, the real power (in terms of growth) comes from tracking what your current customers and new prospects are looking for. You also…

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Business Intelligence with CRM: Setting and Tracking Goals in Dashboards

We’ve discussed dynamic dashboards, an out-of-the-box Selltis feature not found in other popular CRM software. We also recently discussed exception reporting – not just looking at a trend, but diving deeper to learn of underlying issues, such as “Are leads followed up in a timely manner?” Today, let’s talk about goals, and specifically setting and tracking sales goals in dashboards….

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CRM Functionality: Tracking Customer Touch Points

As we previously discussed on this blog, a touch point with a customer may include everything from a simple phone call or email to an in-person sales visit. It may also be a service call; it’s important to think beyond the outside sales team when tracking customer activity in your CRM. A standard function of CRM is activity management, which…

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Why You Should Track Service Calls in Your CRM

Are you taking full advantage of the data collected by your service department every time they interact with a customer? For most companies, the service department has the most untapped potential of any to grow sales. You read that right: Use your CRM to track service, and you’ll start to see an impact almost immediately on your top line. Your…

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Hold Regular Meetings to Get Feedback on CRM

You have a new CRM system, with a team that’s excited to move forward. If you’ve followed best practices and included a diverse group in the design and implementation of the system, how do you maintain that momentum in the months that follow? After implementation, hold monthly or quarterly progress meetings to get feedback from your team. This is an…

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Update: Selltis Connect for Outlook

Selltis’s philosophy is to partner with our clients, and not just sell them CRM software. Our latest innovation reflects the needs of our clients whether they are in the office or on the road. Here’s a look at the latest feature. The latest new feature for Selltis CRM is the Selltis Connect feature, which integrates Selltis data into Microsoft Outlook….

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Selltis Tips & Tricks: When You See (More …) on a Field

When you have a form open and the list shows (more…) after the last record: Click on the linkbox selection (highlighted in yellow below). Any time there is … behind the label of the field it is a linkbox selection. After you click the linkbox label you will view the linkbox selection list: Select the records you’d like to view….

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Business Intelligence with CRM: Trend vs. Exception Reporting – Are You Spending Your Time Wisely?

Last time, we discussed using dynamic dashboards to look at related data from the perspective of one or more particular values, such as margin by product group. Continuing the conversation, if you are not in a position to manage your business using your data, let’s get started! Traditionally, trend reporting is seeing input and/or a forecast over time on a…

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CRM Functionality: Large-Scale Project Management

Selltis CRM is tailored to industrial and construction markets, which frequently feature large-scale jobs that involve a broad range of products and services. That may include a new plant expansion or revamp of a facility. These opportunities are typically characterized by long sales cycles. Managing them can be a headache because multiple people inside and outside your company are usually…

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