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The sales director’s tool kit in Livespace – 10 features that make team management and sales process management easier

The sales director’s tool kit in Livespace – 10 features that make team management and sales process management easier

Most of us like to have order and tidiness at home. When chaos appears around you, you start feeling bad and, suddenly, the place where you spend most of your time becomes one where it’s hard to get a grip. It’s the same with work – if it’s organized, you’re ready to do more. If you don’t know how the team’s working, things start to get nervous. So, what should you do to bring teamwork transparency, order, and regularity to your ‘company home’? In a CRM system, you’ll find features that will help you manage your team and the sales process at the company. Read more

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7 ways to improve communication and work organization at a sales department thanks to CRM 

7 ways to improve communication and work organization at a sales department thanks to CRM  

It’s no news that effective communication and organization of work at the sales department is the basis for success in sales. However, people often don’t know how to sort out the work of the sales team so that it’s performed in a repeatable way that will also ensure a high level of communication in the team. In this case, it’s worth using tools that will automatically introduce certain ‘rituals’ into the work of salespeople. We present 7 ways to improve communication and work organization at a sales department with the help of a CRM system.  Read more

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Useful tools to structure and organize work in a growing company   

Useful tools to organize and organize work in a growing company

When you’re developing your company and the teams of individual departments start to grow, work organization becomes crucial. Development of your business depends on how you plan your and your employees’ activities, as well as how you’ll monitor their execution. To do this effectively, it’s best to help yourself with tools. What tools can be useful in a growing enterprise, and what aspects of work are they able to improve? Here are 8 tools that will help you order and organize your work at the company.  

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When to move sales from Excel to a CRM system 

When to move sales from Excel to a CRM system 

Many companies, when asked how they manage their customer databases, still mention MS Excel as the primary tool for salespeople to work with. But there are much more advanced solutions out there, which provide comfort of work and security of the stored data.   

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5 situations which mean that it is time to implement CRM

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.

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Optimization of the sales process

How to optimize sales process

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.

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

Świadome zarządzanie sprzedażą na rynku B2B - na co zwrócić uwagę, budując dział handlowy

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?

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How to create a sales process?

How to create a sales process?

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

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

Jak sprzedawać więcej do tych samych klientów, czyli cross-selling i up-selling a system CRM

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.

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Applying Agile Methods to B2B Sales Teams

https://www.livespace.io/en/blog/applying-agile-methods-to-b2b-sales-teams/

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

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Everything You Need to Know about Follow-Ups

Everything You Need to Know about 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

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10 Processes You Can Scale Using B2B Automation

10 Processes You Can Scale Using B2B Automation

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

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Why Your Outbound Strategies Might Not Be Working

Why Your Outbound Strategies Might Not Be Working

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.

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

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

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

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B2B Sales Funnels & the Role of CRM

B2B Sales Funnels & the Role of CRM

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.

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How Is Your Customer Experience?

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.

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When Should I Make the Move from Spreadsheets to CRM?

When Should I Make the Move from Spreadsheets to CRM?

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.

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CRM – More Than Just Lead Management

CRM – More Than Just Lead Management

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.

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Why Your Sales Reps Are Losing Deals

Why Your Sales Reps Are Losing Deals

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.
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How Customer Expectations Impact the Growth of CRM

How Customer Expectations Impact the Growth of CRM

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.
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5 Ways to Tell If You Need CRM

5 Ways to Tell If You Need CRM

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.

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Why Use CRM for Your Business?

Why Use CRM for Your Business?

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.

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Get more control over the sales process!

Note required in the sales process in CRMDue 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.
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