Articles on Sales

Sales strategies, techniques and tools for SMEs: pipeline management, follow-ups and everything you need to close more deals.

List of customers sorted by the date of their last purchase
Sales

How to Win Back Inactive Customers

How to win back inactive customers in six steps: how to define them, how to split them by value, what the first message says and when to stop chasing.

12 min read
Sales agent network with territories and assigned accounts in the CRM
Sales

How to Manage a Sales Agent Network

How to run a network of sales agents: agent records, territories and account lists, permissions, orders coming back from the field and what to measure.

10 min read
Leads arriving from a Facebook campaign form inside the CRM list
Sales

How to Send Facebook and Instagram Leads to a CRM

How to get Facebook and Instagram lead form submissions into your CRM automatically: connecting the Page, mapping the fields and tracking the campaign.

10 min read
Service price list showing line items, units of measure and amounts
Sales

How to Build a Price List for Your Services

How to build a price list for your services: line items, units, pricing criteria, volume tiers, discount rules and reviews that keep quotes consistent.

10 min read
List of incoming leads showing the assigned sales rep
Sales

How to Assign Leads to Your Sales Team

How to assign leads to sales reps without arguments: the four distribution rules, what happens when nobody picks a lead up, and the one number to track.

10 min read
Quote opened from the signature link with the accept button visible
Sales

How to Get a Quote Signed Online

How to get a quote accepted and signed online: signature links, the client portal, signed PDFs sent back, and what to do when a committee decides.

11 min read
List of open quotes showing the date of the last contact
Sales

How to Follow Up on a Quote and Get an Answer

How to follow up on a quote without nagging: when to write, what each of the three contacts should say, how to close a stalled proposal and what to record.

10 min read
A website contact form creating a new lead inside the CRM
Sales

How to Build a Website Contact Form for Your CRM

A practical guide to contact forms: which fields to keep, how to publish the form, how to track the source with UTMs and send every entry into the CRM.

12 min read
Quote generated from the deal record and sent to the client
Sales

How to Write a Professional Quote

How to write a quote a client actually understands and accepts: required details, how to structure line items, validity, payment terms and follow up.

10 min read