Blog - Livespace CRM

12 Sales Tools Your Boss Wishes You Used

19 August 2019/0 Comments/in tools /by Livespace

Sales tools: build your sales stack

Succeeding in sales might take a lot of time and effort, but it’s crucial if you care about the growth of the company you work for. Basically, sales equals revenue and revenue covers expenses—which is why it’s important to have a proper sales process in place, and constantly optimise it.

Responsible for a Sales Budget? Here Are The Best Ways to Spend Your Money

11 August 2019/0 Comments/in tips /by Livespace

Sales budget: tips to spend your money wisely

Sales budgeting is crucial for any business. In fact, companies with accurate sales forecasts are more likely to grow their revenue year-over-year and hit quota. Basically, the more accurate your sales forecast, the better for the whole company—as everyone can easily check whether the sales team is on track to reach the targets and increase revenue.

Optimizing Your B2B Sales Process [+ expert comments]

6 August 2019/0 Comments/in sales process /by Livespace

optimizing B2B sales

B2B sales process is not all rainbows and butterflies. While it lasts, it lasts, but when sales do not go as expected, finding possible bottlenecks is not always the easiest nut to crack. How to overcome it, and master the B2B sales process? Read more

10 Tips for a First-Time Sales Manager

29 July 2019/0 Comments/in tips /by Livespace

First-time sales manager

Have you just become a sales manager? Congrats! You’ve either climbed the career ladder at your company or applied for this job and succeeded at the interview, which all means you’ve come a long way to achieve it. However, it doesn’t mean you can rest on your laurels.

A Beginner’s Guide to Sales Prospecting

14 June 2019/0 Comments/in tips /by Livespace

A Beginner’s Guide to Sales Prospecting

Sales prospecting is considered as one of the first processes of the sales cycle. Even if you work hard day and night generating leads for sales, you shouldn’t stop your sales prospecting efforts and wait for the leads to come pouring in. It’s always been a challenge but definitely still worth trying. You need to capture more prospects every day to make your business reach newer heights.

How to Carry out an Effective Follow-up? Ready-to-use Email Templates

12 June 2019/0 Comments/in tips /by Agnieszka Zawadka

Sales follow-up

We all know the phrase “Hi, just checking if…” very well. This is the most popular follow-up in sales – it is so popular that it is ineffective. And it may be because we have seen it so many times before that we rarely get an answer to it ourselves.

5 Horrible Mistakes You’re Making With Sales & Support

11 June 2019/0 Comments/in tips /by Livespace

5 Horrible Mistakes You're Making With Sales & Support

Both sales and customer support teams play an important role in any business, regardless of its size. Let’s face it: There is nothing worse than having a customer acquired by a brilliant sales rep, only to have him or her discouraged by inadequate customer service right after. And it works the other way round as well – if your sales team is not doing a good job, your customer support agents can’t really prove themselves. That’s precisely why all your teams should meet the same, high standards.

How Does Social Media Help with Sales?

23 May 2019/0 Comments/in sales methodology, tips /by Michał Skurowski

I often meet entrepreneurs who admit that although their brands are present on social media, they have little influence on their sales results. This is due to the fact that marketers and the people responsible for sales, use social media communities differently. But, usually, the former has the greatest influence on what happens, e.g., on the company’s Facebook profile, and are assessed based on the number of likes and fans. In turn, salespeople need something concrete – bases, leads, real people who could buy a product.

How CRM Helps Insurance Brokers Improve Business Performance

20 May 2019/0 Comments/in tools /by Graham Richardson

A sales-focused CRM can help improve business performance for insurance brokers. It helps with prospecting, data quality, renewal rates, measuring effectiveness and many more.

5 situations which mean that it is time to implement CRM

7 May 2019/0 Comments/in tips /by Marcin Stańczak

The implementation of a CRM system is never a completely painless task because it means a certain change in the way of work, and every change arouses resistance. This is why we often ask ourselves: “Is it time yet, or can we wait a little longer?”. Let’s take a look at 5 situations that may occur at your company. If they happen, you should not trivialize them – they are a clear sign that it is time to think about a CRM tool.

Livespace Ranked #1 CRM for Small and Medium-sized Businesses

25 April 2019/0 Comments/in news /by Julia Paduszyńska

What is the best CRM provider for a small or medium company? For the second year in a row, the CRM comparison published by the sales consulting company Sellwise makes clear that Livespace CRM is the best choice among the options available on the market.

9 ways to automate B2B sales – the superpowers of the integration of Livespace CRM and Zapier

15 April 2019/0 Comments/in tips /by Marcin Stańczak

Optimization of the work of sales teams makes many sales directors and company owners sleepless. The way to overcome this problem may be to use new technologies. An example of such a solution is the integration of Livespace CRM and Zapier, which gives countless possibilities for automating repetitive sales activities.

Optimization of the sales process

4 April 2019/0 Comments/in sales methodology /by Michał Skurowski

In previous articles, I explained what a sales process is and how to create one. This time, I will suggest how to check the effectiveness of the implemented solutions, and how to use the knowledge about the operation of the sales process.

Inside Sales: 7 Steps to Help Build an Effective Inside Sales Process

1 April 2019/0 Comments/in sales process /by Graham Richardson

Creating an effective sales funnel needn’t be difficult. With a little prior planning and research, you can begin building an effective and repeatable sales funnel in no time. The road to success, however, doesn’t have a straightforward or easy answer. Not because it’s overly complicated, but because there are a lot of variables to consider throughout the process, so what works well for one company or industry may not apply to you & yours.

6 Challenges Facing Insurance Brokers & How to Overcome Them

26 March 2019/1 Comment/in sales process /by Graham Richardson

6 Challenges Facing Insurance Brokers & How to Overcome Them
As the insurance industry has evolved, so too have the challenges facing insurance brokers. From keeping up with technological advances to maintaining financial stability, through to managing changes in regulations and Brexit – today’s insurance broker faces a myriad of challenges.

How to Choose a CRM System

25 February 2019/0 Comments/in tools /by Graham Richardson

As the world of business and industry becomes ever more competitive, choosing the correct CRM software will not only help your business get ahead of your competitors but allow you to become more efficient. Regardless of the size or scope of your business or scope, CRM software can do a vast amount of work, from understanding and nurturing your current customers to building new client relationships and automating time-consuming processes.

Conscious management of sales on the B2B market – what to pay attention to when building a sales department

19 February 2019/0 Comments/in sales process /by Marcin Stańczak

Nowadays, sales on the B2B market are more and more demanding. When offering our products or services to other companies, we have to take into account strong competition, increasing requirements for the service provided, and, often, a long sales process. At the same time, this is an area where direct relations are often more important than any conducted marketing activities. How to meet the challenge of building a sales department on this difficult market? What does sales management actually consist in?

How to create a sales process?

12 February 2019/0 Comments/in sales process /by Michał Skurowski

A correctly defined sales process reflects the specific nature of the sales department’s operations, supports salespeople in their daily work, and helps them make business decisions. How to arrange the sales process so that it can bring the desired effect? Read more

How to sell more to the same customers: cross-selling and up-selling in the context of a CRM system

5 February 2019/0 Comments/in sales process /by Michał Skurowski

When looking for opportunities to increase sales, we often wonder how to gain new customers. Studies show that it is more expensive to sell something to a new customer than to an old one – even 5–25 times more expensive. Today we will discuss two popular techniques: cross-selling and up-selling. In addition to theory, we will focus on the practical applications of these techniques in working with CRM.

Customer Segmentation – Where to Start?

5 December 2018/0 Comments/in sales process /by Marcin Stańczak

Customer segmentation is a basic tool that, if done correctly, allows you to effectively manage your sales processes. When running B2B sales it is especially important to define, what types of clients are you looking for? Establishing key parameters will help you identify the value of any given customer and properly distribute your sales team efforts, in order to achieve the best results.

Sales Process – What, When and How to Measure it?

3 December 2018/0 Comments/in sales process /by Agnieszka Zawadka

KPI’s (key performance indicators) are important metrics that allow you to objectively assess the effectiveness of your operations. They provide valuable information on whether the business is going in the right direction, indicate which elements could be improved or reveal weak links in the processes. The correct determination of indicators measuring sales may prove to be crucial for the functioning of the entire organization.

Applying Agile Methods to B2B Sales Teams

30 November 2018/1 Comment/in sales process /by Graham Richardson

Those familiar with project management processes, or those working in or closely with software development, will undoubtedly have heard of the Agile Methodology. In this article we explore how employing an Agile methodology to B2B sales practices could help increase user iteration and collaboration, as well as improve accountability, providing better measurement and forecasting to help improve outcomes. Read more

30+ Sales Support Tools for a Sales Hacker

28 November 2018/1 Comment/in tools /by Graham Richardson

When you work in sales, a big part of your job is interacting with other people, building relationships and analysing needs. However, the more you sell, the more activities you need to automate to sell faster, better and smarter. Only then, you can really hope to scale your business. Below, you will find some tools that can help you with that, making your everyday job a lot easier.

Everything You Need to Know about Follow-Ups

15 October 2018/0 Comments/in sales process /by Graham Richardson

Everything You Need to Know about The Follow-Ups

Closing a deal can be a never-ending hustle and waiting game. First, you carry out your research in order to identify the prospects who have buying potential.

Then comes the cold outreach. You launch your campaign or send your pitch, happy in the knowledge of a job well done – but it but it doesn’t end here.

Your job finishes when you make a sale, and even then we should be following up and ensuring customer satisfaction. There is still a long way to go to… Read more

10 Processes You Can Scale Using B2B Automation

27 September 2018/0 Comments/in tools /by Graham Richardson

When your business is ready to grow, there are multiple processes to coordinate. It can be difficult to know where to place your focus, and the demand on your company’s resources can soon outstrip supply. Automation helps to streamline your processes, making them optimally efficient as you begin to grow your brand. This supports the business at a critical time, drives productivity, and ultimately saves you money. Read more

5 Ways Defining Your Sales Process Can Benefit Your Business

25 September 2018/0 Comments/in sales process /by Graham Richardson

✋ ✋ Be honest…

❓❓ How well do you know ‘your’ sales process ❓❓

🎯 And could you write down each stage, step and action if asked? 🎯

A well-defined sales process is crucial in helping your business grow…

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Why Your Outbound Strategies Might Not Be Working

20 September 2018/0 Comments/in tools /by Graham Richardson

A dilemma for all marketing professionals is finding a balance between outbound and inbound marketing strategies.

Traditional advertising still has a place, but the advent of social media has developed inbound marketing into a sales machine, allowing SMEs to remain competitive.

In this article, we’ll take a look at the reasons why outbound strategies have lost their gleam and the ways in which inbound techniques can offer better results.

5 Lessons from Top Marketers That Work for Small Businesses

17 September 2018/0 Comments/in guest posts /by Graham Richardson

You don’t always have to come up with a ground-breaking new marketing strategy to improve your business results. It can be rewarding to look at the efforts of bigger companies and experienced marketers and translate their learnings into your small business. Get inspired by the five tips below from experienced marketers and see how you can implement them in your business.

21 Mistakes That Could Ruin Your Sales Plan

17 September 2018/0 Comments/in sales process /by Agnieszka Zawadka

Turning a new lead into a client and signing a contract keeps many sales professionals awake at night. Everybody looks for the most effective way not only to close the deal, but also to do it asap. Unfortunately, we often encounter obstacles or make mistakes which could ruin your sales plan.

How to Support Your Staff in Using Automation

14 September 2018/0 Comments/in tools /by Graham Richardson

Automation can have spectacular benefits for businesses of all sizes, in all sectors. Whether it involves new software, equipment, or a combination, automation can drive efficiency, better resource management, and greater cost-effectiveness.

However, introducing automation can often be met with resistance from your team. They may be alarmed by the prospect of job cuts, or substantial changes to the way they work. So, supporting a team throughout this process is crucial.

9 Productivity Hacks for B2B Sales Teams

30 August 2018/0 Comments/in tools /by Graham Richardson

If you are currently working, or have ever worked, in sales, you’ll know the feeling… That desire to not only help nurture your clients and deliver the service/product they need but to close your deals and see your sales figure skyrocket. But what if you could make your sales results skyrocket, simply by making a few simple changes to the way you work?

Connect Livespace to over 70 different apps using PieSync

22 May 2018/0 Comments/in tools /by Graham Richardson

Livespace is delighted to be able to offer over 70 different integrations through its new connection with PieSync.

This unique 2-way contact sync creates a connection between your Livespace account and your Marketing Automation platform, your Customer Care app, your Cloud Accounting apps, eCommerce and many more.
Read more

Why CRM Should Always Be at the Center of Your Business

26 April 2018/0 Comments/in tools /by Kasia Perzyńska

Every growing company continually faces new challenges. In fact, the larger your team grows and the more customers you acquire, more diversified decisions come your way and the more complex they become.

What is the Role of a CRM System in Your Sales Cycle?

20 April 2018/0 Comments/in tools /by Kasia Perzyńska

The sales cycle is a process your company goes through when dealing with a customer. It includes all activities related to closing the sale. Different companies include different steps and activities in their sales cycle, depending on how they define it.

DMS & CRM in the Automotive Industry – Do You Need Them Both?

27 March 2018/5 Comments/in tools /by Graham Richardson

If you’re working in or around the automotive sector, you will have undoubtedly heard the acronym, DMS or Dealer Management System. Read more

5 Reasons Why Your Company Needs a CRM

23 March 2018/1 Comment/in tools /by Kasia Perzyńska

Picture the scene:

Mary is a newly-promoted leader on a six-person sales team in an automotive company. She’s ambitious and wants to boost the overall efficiency of her department. However, starting out in any new role is always challenging, especially when your duties involve managing people and establishing your authority.
Read more

5 Ways to Boost Your CRM Adoption

16 March 2018/0 Comments/in tools /by Graham Richardson

Organizations spend countless hours reviewing, analyzing and testing multiple CRM options on the market. They may well test several options, before selecting the one that best suits their needs. Oftentimes they may spend thousands (or even hundreds of thousands) on customer relationship management software.
Read more

How Effective Is Your B2B Sales Process

2 February 2018/0 Comments/in sales process /by Graham Richardson

With all of the buzz and panic around the upcoming GDPR changes, many are scrambling to ensure they are prepared – and quite rightly so. But before you rush to consolidate all your data and purge your contact lists, ask yourself – how effectively do you capitalize on the data within your sales and marketing strategies?

B2B Sales Funnels & the Role of CRM

15 December 2017/2 Comments/in tools /by Graham Richardson

Working with existing customers is fantastic, however, without an outbound sales strategy, many companies may find it difficult to grow and expand – particularly if the competition gets there first.

How Is Your Customer Experience?

11 December 2017/0 Comments/in tools /by Graham Richardson

How Is Your Customer Experience?

Every business and business owner has their own idea(s) regarding the key to their success. All of them must provide, and are expected to provide, an exceptional customer experience.

When Should I Make the Move from Spreadsheets to CRM?

4 December 2017/0 Comments/in tools /by Graham Richardson

For most start-ups and new businesses, spreadsheets have been king. There are a few tell-tale signs that it may time to make the move from Excel & spreadsheets to CRM.

CRM – More Than Just Lead Management

1 December 2017/0 Comments/in sales process /by Graham Richardson

Sometimes referred to as customer acquisition management or contact management, lead management is the process of tracking and managing your prospective customers, and is a critical part of keeping your pipeline fresh and filled with new prospects.

Why Your Sales Reps Are Losing Deals

8 September 2017/0 Comments/in sales process /by Graham Richardson

Working in sales can be a turbulent experience. When you deliver your numbers and meet your targets, life is grand. Relatively stress free. But when you’re chasing targets and missing numbers, it can all seem too much.
Read more

How Customer Expectations Impact the Growth of CRM

25 August 2017/0 Comments/in tools /by Graham Richardson

Customer loyalty cannot be taken for granted, and so companies are focusing on delivering a seamless customer journey, with a view to build a relationship with their consumers. Subsequently, organizations across multiple sectors and industries are investing heavily in CRM to help drive an improved multi-channel customer experience.
Read more

5 Ways to Tell If You Need CRM

16 August 2017/0 Comments/in tools /by Graham Richardson

A good CRM system can alleviate many of the headaches that come with managing a business that is poised for fast growth. So how do you know if you need a CRM solution? Have a look at the 5 key areas.

Why Use CRM for Your Business?

12 July 2017/0 Comments/in tools /by Graham Richardson

In today’s competitive markets, the companies that best manage their customer relationships are more likely to succeed than those that don’t. And with the digital age of social media, consumer feedback is now at everyone’s fingertips.

Livespace for iOS and Android available for download!

30 November 2016/0 Comments/in Uncategorized /by Anna Glazunova

Do you use Livespace on your mobile phone? Now you can do it even more comfortably! We’d like to present Livespace for iOS and Livespace for Android.

Get more control over the sales process!

30 November 2016/0 Comments/in Uncategorized /by Anna Glazunova

Note required in the sales process in CRM

Due to the latest changes in LiveSpace, you can now get even more control over the sales process at your company. Do you want your rep to attach a file when they select the Offer sent action? Or perhaps you don’t want a user to have a possibility to win a deal unless a specific action has been completed? No problem! Such scenarios can now be handled in LiveSpace.
Read more

New in LiveSpace: Mentions

30 November 2016/0 Comments/in Uncategorized /by Anna Glazunova

We’ve introduced a new feature: mentions! Thanks to them, communication in LiveSpace becomes even better. Mentions let you tag a user (or multiple users) in your notes and comments. All you have to do is type the ‘at’ symbol (@), and then (with no spaces) the first letters of a user’s (or users’) name.

Mentions improve communication. Thanks to them, you can be sure that an important comment or note won’t go unnoticed. 🙂 Mention function 1 in LiveSpacr CRM
Read more

Say hello to the new version of LiveSpace!

30 November 2016/0 Comments/in Uncategorized /by Anna Glazunova

We’ve mostly focused on making the interface of LiveSpace clearer and more mobile-friendly. We’ve added dozens of bigger and smaller improvements that make working with LiveSpace even easier and more enjoyable. We’ve also changed our logo and redesigned our entire website. Stay tuned as more changes are yet to come!