Blog

You’ve had the ability to download the information in your records into your own custom made templates for a long time in RealtimeCRM but we’ve decided to make it better. RealtimeCRM now allows you to also upload and save templates to RealtimeCRM for later use where it can be accessed later on by all Users…

When delaying is better than walking away The nuclear option is to walk away. It’s what your credibility is based upon but sometimes it’s better to be patient. To let time be your ally. The question then naturally follows how to decide whether you should postpone negotiations or not? Story time! We’re going way back…

Even if your sales process is high-touch and ad hoc, you still have one and CRM software can help you scale it. “And these,” I pointed out as I did an end-to-end demonstration of our CRM software, “are Opportunities. They allow you to track the flow of your sales process”. I’m used to interruptions in the…

Demonstrating your product is a really great way to tick a number of important boxes and will mean the prospect and you can be confident that you’ll both benefit from a sale. But what’s the best way to deliver a product demonstration and how can you maximise the chance of mutual success? We’ve been working…

Planning the roll-out of a new CRM system is a multi-step process. It doesn’t matter whether you are switching from one CRM system to another or you’re stepping up from pen and paper. Take time to get the fundamentals right and the integration of the CRM System with your business processes will go smoothly. Whichever CRM system you…

When prospecting for business it’s very useful to know what size of company you are talking with. Not only does this help you pitch correctly but it will help you filter down the types of products and services that can be at the top of the list to help them. For example, when companies approach…