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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What’s the Cost of Sales Team Turnover?

When you lose a salesperson – whether through retirement or quitting – the cost can be steep. That salesperson walks away with years, and sometimes decades, of customer history. If that knowledge is not transferred to the next in line, it may take months for a new salesperson to get up to speed. It’s critical to document that knowledge so…

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Get Rid of the Islands of Data in Your Company

It’s time to automate and eliminate the Excel spreadsheets and call reports flying around your business. One of the key benefits of CRM is the ability to put all of the data you have been collecting in one spot. Unfortunately for many industrial sales organizations, islands of data persist and usually aren’t in sync. Outside sales may maintain a spreadsheet…

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Why You Should Track Sales-Focused KPIs

Most industrial distributors, reps and manufacturers track back-end KPIs, or key performance indicators, such as inventory turns, invoicing, average days payable and bookings. But it’s just as if not more important to track front-end KPIs to get a good view on what’s coming for your business and whether you’re effectively priming the pump to meet your sales goals. Selltis CRM…

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How Do You Define a Sales Visit?

It’s time to think differently about sales visits. A salesperson may meet a prospect face-to-face. But a phone call or an email may be just as meaningful. All of these connections with a customer or prospect should be tracked in your CRM system. What’s more, with a team-selling approach, your entire crew is connecting with potential customers on a daily…

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