Salesforce is a great, flexible Customer Relationship Management (CRM) tool, but like all tools it's not magic. If you buy a chainsaw, do your trees automatically fall down? Will they fall in the right direction and not hit your house? All tools require training, planning, upkeep and consistency, otherwise they are just things you bought. Ask yourself this: Does my team know how to use Saleforce? Have I given them the training they need to get the most out of it?

Well, this might be hard to hear, but your quote process is probably slow. It might be because it's overly complex, or the information needed to develop the quote is disorganized, or there are too many people involved in the process, or ... you get the picture. No matter what, you need to figure it out before you get another quote request.

Trade shows can be a great way to put your company's products or services on display, meet with existing clients and reach out to new ones, and most trade shows have options for every budget. Your trade show budget should be directly influence by the outcomes you hope to achieve. If you didn't achieve them, it could be because you either spent too much or not enough. Before you go to a tradeshow, you need to have a goal. That's where we [...]

You don't know? If that's the case, there's a disconnect somewhere. Chances are, you're getting web leads. Where are those leads going? Who is screening them? What are you doing with them? Are they being added to your CRM? Is anyone following up on them? We can help you answer those questions, and develop a strategy to drive more leads.

That depends on how this information is stored. If you're staff is relying on the old rolodex method, or a spreadsheet, that information could be leaving with them - even if it is against company policy. Putting a Customer Relationship Management (CRM) platform in place will ensure a smooth transition and keep all customer information organized and secure in the event of an employee departure. We can get you started.

Without a little more information that's kind of difficult to answer. Your forecast should be one of growth - with a nice mix of sales to existing and new ideal customers. If it doesn't, it's time to get us involved.