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Why you need to use a CRM instead of a spreadsheet to track your sales

It is 2018 and technology is advancing at a rapid pace. However, even with the rapid growth of technology, there are still a host of people who have not gotten with the program, or in this case, the software. Platforms and software have been created to assist people with their everyday jobs, so when an organization or an individual opts not to adopt new technology it can be quite surprising.

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Topics: CRM

The Hierarchy of Sales Needs

In 1943 Abraham Maslow published a paper entitled “A Theory of Human Motivation” in his paper he detailed five inherent needs individuals experienced which impact their motivation. These needs are commonly referred to as Maslow’s Hierarchy of Needs and are referenced across the world as a way to understand what causes or inhibits human action.

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Topics: CRM, Sales-Marketing Integration

Why You Should Log Every Potential Sale in a CRM...Even If You feel Like It's a Waste of Time

I remember the first sale I ever made as a sales rep for an inbound marketing agency. It was glorious. Huge stack of services, a commission size I had before only dreamed about, and the client was so excited that my hair nearly blew back on the closing call. Not surprisingly, since it was the only real serious deal I had on my plate in several months, I distinctly remember that only in my head was every single detail about the prospect’s situation and project details.

So life was good and I spent my hard-earned money on things I really needed but couldn’t afford up until that time. And then slowly over time, more opportunities started to pile up, there was more than one deal in the frying pan, and I began to learn a few hard-earned lessons about information and data on the deals that came through my inbox (or post-it note, or notepad, or whatever).....

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Topics: CRM

Why a Plastic Surgery Practice Should Use a CRM

Greetings! My name is Ryan Wright. As an account executive at ClearPivot, I have managed plastic surgery and medspa clients for the past few years. In that time, I have uncovered a huge need for plastic surgery practices to use a customer relationship management (CRM) platform on top of their patient management software. I promise this article will save you time, and help you grow lead generation (and ultimately sales) at your practice. I also promise to provide you helpful tips about how to get the most out of a CRM. A CRM is a software tool that gives you visibility on your leads (potential net new patients), visibility on your follow-up activities with those leads, and visibility on the recorded information of those leads.

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Topics: CRM, Plastic Surgery Marketing

Why your company needs to be using a CRM

Sticky notes, strings around your fingers, excel spreadsheets, and software. What do all of these things have in common? They are all ways companies choose to keep track of leads and customers. While each of these options may be tried and true, only one option provides the best insight for your sales department. You probably guessed it, software wins out. Before we can get into why your company needs to be using CRM software, we need to answer the question: what is a CRM?

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Topics: CRM

[VIDEO] How to Prospect Your Leads

Every company wants more sales leads. But believe it or not, many salespeople struggle to find a repeatable process to prospect through the leads in their pipeline and nurture their relationship with them until they're ready to buy. ClearPivot Account Manager Ryan Wright describes how to execute a repeatable sales prospecting process that works.

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Topics: CRM

5 Critical Lessons to Learn Before Building a New Business

I started ClearPivot five years ago. Back then ClearPivot was a sole proprietorship with a team of me, myself and I. Since then we have been expanding to a multi-person team and building ClearPivot into a sustainable business.

There have been a lot of thrilling successes and frustrating failures along the way, and we’ve learned a lot of business lessons the hard way: by doing things wrong the first time and having to undo and fix our mistakes later. Here are 5 key lessons we’ve learned from the early years of ClearPivot.

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Topics: CRM

Smarketing: Effective Sales and Marketing Integration

The undeniable relationship between sales and marketing departments can be best explained as a symbiotic relationship. Even so, several marketing and sales teams have continually developed estranged relationships. In spite of the two units barely speaking, combining sales and marketing departments into one unit has been on the forefront of several business conversations.

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Topics: CRM