Building a sales process for generating new customers in a B2B sales environment can actually be broken down in to a number of smaller processes. Each of these processes is a series of actions or steps taken in order to achieve a particular end result. By connecting the successful results from each preceding process as the beginning [...]
List people. If you're one, you probably know it. If you aren’t one, you probably know someone who is. What's a “list person”? Quite simply, list people like to make lists! They (or more accurately, we) like to make lists of activities that need to be done. These lists can be on Post-it notes, they [...]
Prioritizing and organizing your tasks is crucial to your to-do list. It's important that you only have one list, whether the tasks are personal or for work. These projects and tasks are all things that you need to complete and you should be able to prioritize them all in one place, if you take [...]
How do you organize? Do you write lists? Many people do. Lists are very helpful ways for capturing your information and all the ideas and things that you need to do. After you write the list, what do you do next? The next step in getting organized is prioritizing your list. What is the [...]
No matter how well planned a project may be, there are challenges that will have to be overcome. Additionally, there are numerous factors that can derail a project as well as many types of internal and external conditions that can affect it. Fortunately, by taking certain precautions, it becomes possible for any type of project [...]
You may be familiar with the idea of prioritizing your task list but have you thought about prioritizing your contacts? If you are in a sales or account management line of work this might be a good idea to consider prioritizing the people you work with or want to work with. However, anyone could benefit [...]
Wondering why your business isn’t doing better or want to improve it? If you’re exhibiting any of these signs, it’s time for a CRM system. […]
Managing tasks is one of the keys to productivity in the modern world. For years, software developers and many other time management gurus have tried to teach us how to manage our tasks. Even Microsoft with Outlook tried to provide us with a tool to manage tasks effectively. […]
Part of being a manager or supervisor is learning how to delegate. Besides being a wonderful tool to share workload, knowing how to delegate creates people who are more personally and professionally fulfilled. It doesn’t take special skills or secret techniques to learn how to delegate successfully. Try these five techniques the next time you need to [...]
Here's a six-step approach to implementing your PlanPlus Online CRM and automating your business processes for maximum personal and professional effectiveness. Step 1- Time Management Before you start planning your implementation goals, it's important to identify how much time you have to work with. Plan a project that can fit within the time constraints that [...]
The terms productivity, efficiency, and effectiveness are often used as synonyms in casual conversation and by many managers. However, there's a big difference in the results that are achieved by maximizing each of these measurements. Productivity Productivity is technically regarded as a measure of Outputs divided by Inputs. All of the activities that you get [...]
