Kelly is a customer advocate who dedicates herself to her customers’ success. Her CRM expertise is unparalleled. With her diverse background including her tenure as a CPA, she demonstrates strong financial and competitive analysis that helps drive strong business outcomes for her clients.
As an equipment dealer, your goal is to get as many deals as possible, so you can grow your share of wallet. When you can get more business from each customer, (and new customers!) your bottom line be[...]
Optimizing the Lifecycle for Each Piece of Equipment What if you could gain detailed visibility into the equipment that a customer purchased or rented, including all the related technical information,[...]
You can bet that your competitors are looking to grow their share of wallet at the same time you are. Here are two strategic ways to think about new opportunities for your dealership: brand new projec[...]
If you are a business with even one contact in the EU, you should have an understanding about the recent updates to the general data protection regulations. GDPR implications are a major threat to tho[...]
CRM is an invaluable tool. Its ease of use and seamless integration with other business applications and tools have helped businesses of all sizes transform their operations. However, even with the mo[...]
Sales pipeline consists of all opportunities at all stages in the sales cycle, and sales forecast is the salesperson’s prediction of which sales will close within a given time frame. The main differen[...]
We have a lot of information online about our approach from an implementation, education and adoption standpoint. We’ve developed a very special methodology to ensure that our customers fit into the[...]