Lead Generation for Portfolio Companies: What Operating Partners Should Actually Decide
An operating partner walks into a portfolio company where the sales pipeline is thin, the forecast is slipping, and the CEO is asking for more …
Resources
How to Hire and Judge a Go-To-Market Consultant in Private Equity
You are three months into the hold, the revenue forecast is already slipping against the model, and the CEO is asking for budget to hire …
Seven Common CRM Metrics
In the world of online services and sales, the sales funnel can be quite long. The reason is that customers invest more time researching before …
Seven Downsides of Managing a Business Without а CRM
You might think that your service business is doing fine without a CRM in place. Besides, you’ve been closing sales and all has been good …
Six Common Mistakes Business Owners Make When Choosing a CRM
There are thousands of CRM providers and systems that one can choose from, but are you really choosing the right one for your business? Looking …
How to Choose your First CRM
Every company needs a CRM in place to help them grow and manage their business. It does not matter whether you have a small, medium, …
5 Ways Your Business Can Thrive By Applying A Mobile CRM Strategy
Entrepreneurs and salespeople are often on-the-go. Most of them are busy and rarely have time to sit down and work on a computer, which is …
Annual Business Forecast Tips For New Entrepreneurs
Forecasting revenue and expenses for a new business is a difficult task. Expenses may be easy to track, but with less consistent revenue it can …
Handle Leads Like A Pro: Four Lead Management Tips For CRM Usage
Nowadays, businesses are dependent on their customer relationship management platforms for interacting with and managing all of their customer relationships. CRM’s are an essential part …
How Introducing a CRM Helps Your Sales
No matter the size of the company you own or work for, the chances are good that you could benefit from introducing a CRM to …