The Best Website Content Checklist for a New Website Launch

When it’s time for a new website launch, it’s important to make sure it is ready to go live and achieve great results from the very start. So, keeping a website content checklist in mind and following best practices is key to getting the most out of the online presence of your business. Before your…

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12 Tips For Leading An Effective Kickoff Meeting

Developing the skill of leading an effective kickoff meeting is at the core of strong client relationships. Are you about to hold your first one on your own? If so, you’re likely feeling both excited and anxious. After all, you get to finally put your ideas into action, and there’s a lot on the line.…

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How To Work Smarter Not Harder with WP-CRM

The key to the success of any organization is the performance of its sales team. Too often salespeople work harder rather than smarter in order to meet their targets. However, without the appropriate support, training and tools in place, they cannot achieve their full potential. CRM systems provide the intelligence and insights to make educated…

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How Can Companies Implement Proactive Customer Service_ 6 Tips

Proactive customer service is all about predicting what your clients need before they have to reach out to you. Many prominent companies such as Amazon and IKEA go to great lengths to deliver that special treatment to satisfy their consumers. It’s no secret that customer service is one of the most important aspects of running…

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What Is A 360-Degree Customer View

A 360-degree customer view is all customer data across all channels collected in one digital profile. This approach is a good strategy for companies who want to build strong customer relationships. It includes gathering information about clients on every level, from basic contact details all the way through past purchases and interactions–and even checking out…

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Featured Image - How to Write Sales Scripts that (Really) Work

If you’re like most salespeople, the idea of writing a sales script probably makes you cringe. After all, scripts are often associated with high-pressure, pushy sales tactics that feel icky and inauthentic. However, the truth is, that an effective sales script can be your best friend. A good plan for your pitch can give you…

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11 Tips To Manage Outsourced Projects As A Small Business

Any small business owner appreciates that knowing how to manage outsourced projects successfully is fundamental to staying afloat. In fact, 37% of small businesses outsource at least one business process, and global spending on outsourcing is expected to hit $731 billion by 2023. After all, if you have a boutique team to handle your clients…

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Featured Image - What Is B2C_ [Guide + Examples]

Before you start a business, it is especially important to choose between a B2C and B2B model. It’s easy to get caught up in the misconceptions of others and waste valuable time. Many business plans fail to take into account certain variable factors like SEO competitors, complexity, and talent acquisition. By taking these factors into…

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Featured Image - WP-CRM System Updates_ Notes and Email Add-Ons

Using different applications when working can be frustrating and confusing. Not only that but navigating several apps can be time-consuming. Here at WP-CRM, we know that our users value their time, and thus, we constantly provide updates on our CRM system features to help with efficiency and productivity. Our clients asked for it, and we…

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Ways WordPress CRM Plugins Help Upscale Your Business

WordPress CRM plugins are a must-have for businesses of all sizes looking to upscale. These solutions are affordable, easy to use and provide a wealth of features and integrations. CRM systems also usually offer a free trial so you can try it before you buy. Managing client relationships effectively provides a deep understanding of customers…

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What Is Buyer's Remorse ans How Do You Block It Out?

Buyer’s remorse is a situation any business and service provider needs to avoid. It is the event when a client regrets a purchase after they have already made it. The reason it can be frustrating is that you may feel you have done your best to accommodate the customer to the product. However, you can’t…

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How To Realistically Manage Client Expectations

To manage client expectations is an important part of any business relationship. By definition, they are any set of behaviors or actions that individuals anticipate when interacting with a company. Historically, customers have expected basic standards like quality service and fair pricing. However, modern customers have much higher expectations, such as proactive service, personalized interactions,…

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WP-CRM System Updates Notes and Email Add-Ons

Using different applications when working can be frustrating and confusing. Not only that but navigating several apps can be time-consuming. Here at WP-CRM, we know that our users value their time, and thus, we constantly provide updates on our CRM system features to help with efficiency and productivity. Our clients asked for it, and we…

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3 Tips for Onboarding Clients to Your CRM System

Finding and onboarding clients takes a lot of effort. First, you need a robust lead generation strategy. Then, a refined and seamless sales process. After the prospect becomes a paying client, it’s time to nurture them through a well-thought onboarding process. Client onboarding is a critical step in the process of getting new customers hooked…

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4 Skills You Need to Brush Up On as a Digital Marketer in 2022

Digital marketers are in for both a treat and a challenge this year. A lot of people are doing their shopping online and therefore, business is usually booming for a lot of eCommerce companies. According to Statista, the numbers just keep on going up every year. In 2020, the total online retail sales in billion…

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