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Sales

Solution

Sales Management

Sales management tools help teams command their sales pipelines, plan timely and relevant sales interactions, and identify the most valuable prospects. Technology Advisors uses strategic analysis to gain a complete picture of your sales management strengths and shortfalls. Then, we help you decide which applications or specialized functions will improve your capabilities.

Learn more about

Blog

Are Website Errors Costing You Sales Leads?

August 18, 2021

It’s a good sign when prospects can easily find your website, but if the site experience is frustrating, those visitors won’t be returning. Clunky design elements, difficult navigation, and poorly rendered mobile pages can all be culprits--but so can errors. Seemingly insignificant website errors…

Blog

How Many MQLs Do I Need to Reach my Sales Goals?

November 4, 2020

In the sales world, meeting your goals often determines your bonuses. So, of course sales professionals want to acquire and convert as many leads as possible. But, how do you know how many MQLs are necessary to reach your sales goals? We built a handy calculator to break it down.

Blog

How Coronavirus Will Affect Your Sales Process – And What You Can Do About It

March 23, 2020

In this blog, we’ll discuss the effects of Coronavirus on the sales process and sales reps, and then we’ll outline some strategies for navigating the evolving landscape.

Blog

Fostering Emotional Intelligence in Customer Relationship Management

November 2, 2023

Consumer ambitions, beliefs, and emotions signal their choices and reflect their brand loyalty; and if your business is not speaking to those experiences, you are not resonating. In this article, we delve into the vital role of emotional intelligence in fostering customer relationships and setting…

Podcast

CRM AI Use Cases

April 12, 2023

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

Listen Now

Blog

Why You Need to Start Automating Cross-Sell

December 14, 2022

Automated cross-sell is more enticing to sales reps because it makes those opportunities easier to close. Instead of blanketing every sale with the same cross-sell options, automation uses AI and machine learning to offer smart, individualized recommendations backed by data.

Blog

Business Process Management (BPM) is Crucial for Sales Efficacy

August 3, 2022

Business Process Management holds great potential for every department to standardize and optimize their processes, but sales in particular will be one of the major benefactors. Today, we’ll discus what this process-driven approach means and why it’s so crucial for sales efficacy.

Blog

Top 8 Important KPIs for Sales Teams in 2022

June 20, 2022

Sales KPIs measure how effective a specific activity is for reaching your goals. There are lots of different KPIs to choose from based on your business goals. Focusing on the wrong metrics can misguide your team and will result in failures if not done correctly.

Blog

Unique Tips to Improve Your Sales Outreach Strategy

May 4, 2022

Developing an effective sales outreach strategy is critical for companies offering products and services. A good plan can make or break a business’s success, as it’s an essential tool in a sales representative’s toolbox. If your operation fails to hit its targets, it may be time to reassess your…

Blog

[INFOGRAPHIC] 11 Key Sales Trends for 2022

January 3, 2022

Understanding these trends is important for adapting your sales strategy for 2022 and beyond. An excellent customer experience goes a long way, and adapting to social and video selling will be crucial for reaching new markets.

Podcast

Kevin Snow of Time On Target

October 1, 2021

Steve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted sales people, accurate sales forecasting, and more.

Listen Now

Blog

HubSpot’s Mobile App: Tools Needed for your Outside Sales Reps

August 30, 2021

Your outside sales team needs a way to properly connect to the CRM system on the go. With HubSpot’s mobile CRM app, your sales reps can access their accounts and never a miss out on new leads or prospects. Users can have the same experience using the mobile app as they do through a Web browser,…

Blog

7 Tips to Improve your Outreach Game on LinkedIn

July 23, 2021

It might seem easy enough to find prospects on LinkedIn, but it’s much more difficult to gain their attention. Reaching out to people and actually receiving a response can be a real challenge, and it requires a particular set of skills and knowledge. Here are seven tips that will help you improve…

Video

Xpertdoc Document Generation Demo

June 23, 2021

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

Video

Document Generation & Automation with Xpertdoc

June 23, 2021

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…