Top 10 Sales Fails and CRM Pitfalls

crm strategy zoho Nov 11, 2019

Dear Fellow Entrepreneur, Business Owner, Marketer, and Salesperson,
(I currently am all of these roles in my business) 

    Some salespeople appear to have a secret formula or to have inherited their natural sales traits, right?  There's more to sales than raw talent.  You don't need to be born into sales. The truth is that companies offering proper training and support are much more successful than competitors who expect their natural-born sellers to carry the load.

If you feel the pressure and fear making silly mistakes, then check out our Top 10 list of sales fails and CRM pitfalls. You can circumvent these issues in your business, as long as you have a plan and plenty of practice. 

 

Why Are You Struggling to Sell?

What are your Sales Fails?

Let's start with the list of possibilities. Click any of the phrases below to read more about it or just scroll through the list. 

  1. Unclear Process from Marketing to Sales
  2. Poor...
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Getting Started with Zoho Projects: Your Dashboard

zoho Oct 23, 2019

Written by Randi Zimmermann

 

In my previous blog post, I outlined what Zoho Projects is and some of the key features Beckmann Collaborative uses in the application. This article dives into some of the features that you'll notice upon first logging into Zoho Projects. The first time you log in to any project management platform, it might be intimidating. Zoho Project has feeds, projects, dashboards, and task lists. No need to fear, I've got some helpful directions for you here. 

 

Zoho Projects Dashboard

When you log into Zoho Projects, you will either be directed to your 'feed' or your 'dashboard'. The feed can be useful for team communication. Today, I want to cover the features and cards available in your home dashboard. At Beckmann Collaborative, we use the dashboard to give us a high-level overview of what is happening across all projects with clients and what needs to be done on a daily basis. You'll find your dashboard by clicking the 'Home'...

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Creating a Marketing Workflow

Mindset First: Your marketing is going to be awful if you cannot get "in the flow" to write good quality content and express something useful and interesting.  Here's a quick video with 3 Tips for Getting in the Flow


A strong content marketing strategy uses customization to engage your ideal customers and help you meet marketing goals. As a marketing team grows, things can slowly become a little "off".  The voice of your content may not be right, things may get rushed to meet deadlines, or a marketing idea may not align with your business goals. That is why we create different processes for generating better content more consistently. We call these processes workflows.

Workflow management can build efficiencies into your business, so you spend more time doing meaningful work rather than getting lost in minute details (or becoming a micromanager).

A workflow is simply a routine or recurring process used to get the best...

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Setting Up Your Zoho CRM

zoho Oct 01, 2019

This is the second post in our series about Zoho CRM setup. If you are still looking for a basic understanding of definitions and CRM strategy, read the first postThis post is focused on more specific logistics of setting up your CRM account so that it's customized to your needs. We'll touch upon the most important settings including:

  • Personal Settings
  • Company Details
  • Email Integration
  • Phone Bridge
  • Social Integration
  • Custom Fields - Modules and Fields
  • Email Templates

 

How do you get to your settings? Click on the wrench and screwdriver in the top right corner of your screen, similar to the screenshot below.

1. Personal Settings

In the General section, you'll find Personal Settings. Fill out all of the fields in the Personal Settings - most important will be your email signature. Your email signature will show up in any emails you send out from the CRM.

 

2. Company Details

The things to update in your company details include your logo, Fiscal Year, and...

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What is Zoho Projects?

zoho Sep 20, 2019

If you're new to either Zoho or project management software, you might not be familiar with Zoho's popular project management tool, Zoho Projects. Zoho Projects is a cloud-based application that enables you to assign and manage tasks for multiple projects in thorough detail. It is primarily designed for small and mid-sized businesses, and it keeps all of your projects conveniently in one, user-friendly place. In a review from PC Mag, Zoho Projects was labeled an outstanding choice for both small businesses and mid-sized businesses.

 

Key Features of Zoho Projects That We Love

 

Time Tracking

For Beckmann Collaborative, one of the most convenient features of Zoho Projects is time tracking and reporting. We use time tracking for EVERYTHING. It helps us continually learn and improve our marketing operations

 

First, we can export comprehensive and well-organized timesheets which makes invoicing a breeze. Alternatively, timesheet data...

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CRM Strategy and Getting Started with Zoho CRM

If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right? 

Have you come up with a clear plan or strategy for HOW you will use Zoho CRM in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that planning work needs to be put in before you start uploading contacts and setting up workflows. 

If you already have a CRM Strategy, then you can jump down the page to the "Intro to Zoho CRM" section.

 

Offer Value + Listen, Watch and Ask.

Clients ask me about how to write social media posts that will connect with their customers or emails that will get opened because of a good subject line.

The first thing I tell them is to be sure they are offering something of real value. Offering value is through your marketing is called a  content marketing strategy and it's a powerful tool.

The second thing I...

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Practices to Better Employee Well-being in the Workplace

Guest Post by Louisa Garcia Moreno

Employees today spend most of their lives in the workplace and when it’s not designed with their well-being in mind it can be a stressful and draining experience and could potentially harm their performance.

Safeguarding the mental, physical, emotional and financial health of employees in the workplace is the goal of corporate wellness. The effects that stress and poor health can have over performance levels and business success should not be underestimated. When lack of wellness inadvertently becomes part of a company’s culture it can have serious consequences for a business — what begins as employees’ poor performance may eventually translate into poor performance at a corporate level.

According to findcourses.co.uk’s 2019 L&D Report, the linking factor between well-being and business success is employee engagement, which in turn influences performance and productivity. Highly engaged employees typically...

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5 Reasons You Need a CRM Strategy

What is a CRM?

CRM stands for Customer Relationship Management. This term is used by sales teams to describe contact management for leads. Among high-tech marketers, it usually refers to the software or systems used to manage relationships. 


    Before you jump into a CRM software, remember that first and foremost CRM is a part of your sales and marketing strategy. If your goal is to grow long-term relationships with customers and prospects over time to increase revenue and lifetime value, then you are seeking a smart CRM strategy. Everyone has a different bend on what CRM Strategy means - ranging from personalized communications to retargeting email ads. At the end of the day, CRM is all about how you can optimize Customer Relationships to maximize your sales.

 While I could go into all of the logistics behind why CRM is vital to your business. Today I'll keep it simple by sharing with you 5 simple reasons that a customer relationship management...
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Social Media for Real Estate Agents

Uncategorized Aug 02, 2019

Since Beckmann Collaborative is based in Austin, TX it is easy for us to visit clients in nearby Texas cities. It is also fun to go on a road trip! This week, we had the pleasure of visiting Killeen, Texas to work with the incredible team at NextHome Tropicana Realty  Our focus was on using social media marketing as an individual agent and how you can cross-pollinate your content with the company's social media. 

Quick Brag About This Team of Realtors

The team at NextHome Tropicana Realty is passionate and driven to support their local community in Killeen, TX. When we talked about their professional goals as an agent, the focus was not on money or becoming a "local celebrity."  These individuals were all about giving back and empowering others. Their target audience includes active-duty soldiers and their families, veteran retirees, army reserve folks, and beyond. One of the common topics was about the concept that buying a home seems...

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Why We Chose Kajabi for a LMS (Learning Management System)

training Jul 24, 2019

As a company with education and professional development rooted in our mission, we spent a good amount of time searching for the right LMS (Learning Management System).  While we loved using Wordpress for our website, finding an LMS plugin with a smooth integration was a challenge. 

 

Several clients and partners talked about Teachable, Udemy, and Thinkific. All of those platforms are great for certain people and companies. For us, we found them limiting. All of those platforms have a big database of customers who are often categorized as "casual learners" or inactive. Those are not the people who get value from deep-dive training that requires logical thinking and some elbow grease to get the work done right.  

For Beckmann Collaborative, Kajabi had the key elements we needed to cohesively work together. That includes a functioning website, LMS, ecommerce, triggered emails, and other marketing tools. Not only do they have all of...

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