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…
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…
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…
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…
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…
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…
What is sales collateral? Sales collateral is simply any material that helps move the prospect through your sales pipeline. The primary purpose of it is to inform and persuade the prospect about your product or service, to highlight the cost…
RealtimeCRM enables you to manage your customers and to drive your sales opportunities forward. With Zoom integration you can now drive towards your sales goals faster as it’s much easier to schedule, manage and join meetings with your Contacts. Integrating…
A few years ago, when RealtimeCRM was getting off its feet we had a lot of big ideas and we experimented a lot. Today, we’re going to give you a behind the scenes look at one of those ideas and…
RealtimeCRM has launched a fully customisable Enterprise grade version that stands up well against market incumbents like Salesforce, while adding a layer of care and customisation that the bigger players could never match. RealtimeCRM has launched RT Enterprise, a fully customisable…