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Pipedrive Review – A CRM That Works With You
Revenue Architecture, Revenue Systems, Sales Excellence, Technology & WebsitesThere are an incredible number of CRM Apps out there. I have looked at several and wanted to mention Pipedrive as a great option for companies looking to focus on sales. It does a great job at pipeline management – with a nimble sales ready focus and good integrations using Zapier.
Companies like it because:
1. The visual pipeline is powerful. The pipeline view is fantastic- visual drag and drop pipeline
2. Sales always needs an orchestrated next step. You can easily set that up and when an action is completed, it prompts you for the next step.
3. Managing contacts and companies is always a difficult challenge. the contact and company data management and synchronization is easy and tailored.
4. You need to track pipeline health and hygiene performance to meet goals. You can set up pipeline velocity metrics and track performance
5. Most CRMs are so cumbersome, they don’t get used. Pipedrive is built for the sales person.
6. If you are an Apps user, this is a no brainer. Pipedrive syncs with Google Apps.
7. Not expensive.
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Digital Experience Index – Annual Check Up Assessment
B2B Marketing and Sales, Content Marketing, Financial Advisor Marketing, Inbound Marketing, Revenue Growth, Revenue Strategy, Revenue Systems, Social Media, Technology & WebsitesExpanding Your Digital Review
Website assessments are nothing new, yet today, we need to take a comprehensive view that includes a look at your websites, apps, media, and social media presence. So, when you do your next check-up, instead of thinking “website assessment,” you should be thinking “digital assessment.” Given how rapidly things are changing in digital strategy and systems, you should be conducting a self-assessment at least each year. When we do this for clients, we call it a “DXI” – Digital Experience Index. The benefits are clear.
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A Revenue Architecture Delivers Agile Marketing
Revenue Architecture, Revenue Growth, Revenue Marketing, Revenue SystemsWe are excited to be rolling out a new website today with updates to our messaging as well as a new visual system. The visual system communicates the vision and focus we share with our clients every day: how to build greater marketing and sales agility to respond to a rapidly changing technology, media and competitive environment.
In this post, I thought I would outline the framework broadly including, at a high level, the strategic capabilities that we think all businesses need to build in order to achieve this vision, compete with agility and drive sustainable revenue performance.
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B2B Marketing Statistics – And Some Perspecitve
B2B Marketing and Sales, Content Marketing, Inbound Marketing, Revenue GrowthI received these statistics in a recent email and I thought they were worth sharing further with some comments. I am adding some implications as I see them below each one:
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3 Simple Steps to Improve Your Company LinkedIn Page
Revenue Growth, Social MediaLinkedIn recently updated their platform to better showcase company’s specialties. These updates do not include any new features but rather improve company page appearance, navigation, and promotion. Outlined below are three (3) simple steps to stay current.
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What is Your Model Week? – Advisors and Professionals Need a Plan
Financial Advisor Marketing, Revenue Growth, Revenue Marketing, Sales ExcellenceYesterday, I had an in depth session with a leading Boston area financial advisor. Their firm has doubled every five years and they have plans to double again in the next five years. In the past, their growth has been on the back of solid personal business development activities by the two partners along with timely, yet somewhat ad hoc referrals. To achieve the next level of growth (from $300M to $600M AUM) they understand that they need a more systematic marketing and selling engine. But what should they do differently?
The challenge is that, along with growth comes increased business and operational complexity which takes up more senior team time. The senior team is saddled with business responsibilities and are not able to fully engage the market as intensely as they did in the early growth years. At the same time, it is the senior team that is most critical to selling success. So, what is the answer?
Part of a good solution is to develop a ‘Model Week’ for each member of the business development team. The model week articulates the level of selling activity that is both critical and realistic in a given week – balancing much needed personal time with the needs of the business and the sales engagement process. The elements that should go into a model week can be derived by building a revenue model. Here are some considerations:
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