271 articles tagged with "".

Setting Up the Essentials: 6 Crucial CRM Configurations

By Olivia Mascarenhas on Thu 30 June 2022 in CRM


Being able to fully make the most of the functionality-rich nature of a CRM comes solely from having all of the correct foundations in place. To do this, let’s bring it back to the basics and explore the all-important configuration set ups to set your business up for success with a CRM system.

3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business

By Lucy Crossland on Tue 28 June 2022 in CRM


For a B2B Wholesaler, Manufacturer or Distributor, the needs of a CRM could not be more different to a service-based business. Beyond needing the “traditional” CRM requirements that most CRMs offer, they have unique and distinct differences that require a more specialised CRM that goes beyond just storing customer information and tracking sales enquiries.

5 CRM Usage Errors to Avoid

By Olivia Mascarenhas on Thu 21 April 2022 in CRM

A great CRM system for a product business should mean your sales and services team are fully Stock-Aware. But there's the potential for small yet avoidable usage errors. To ensure you aren't falling into these mistakes, we've compiled a list of the top 5 most common CRM usage errors you should avoid.

Leveraging RFM: Using your "Champions" for Growth

By Lucy Crossland on Thu 07 April 2022 in Wholesale & Distribution

RFM analysis has become a crucial tool for effectively segmenting your customer base, in particular identifying your "Champion" customers. These customers offer unique opportunities for business growth. So how exactly can you make the most of this positive relationship to drive business growth?

Subscribe to Success: Why Onboarding is Key to Effective Software Adoption

By Chloe Baybutt on Thu 31 March 2022 in Wholesale & Distribution

Whilst onboarding often comes at a price, the long-term RIO to be gained from a quality onboarding experience is undeniable. Have a read of just 3 reasons why onboarding is great for effective software adoption...

You're Losing Customers - Here's How to Fix it

By Jessica Heald on Thu 24 March 2022 in Wholesale & Distribution

A leaky bucket in your business is likely draining the profit out of your business faster you can bring customers in. But how do you know who's at risk of being lost to competitors? And how can you analyse this information quickly, so you don't lose them for good?

Finding the Right Inventory Management Tool for your B2B Product Business

By Lucy Crossland on Thu 17 March 2022 in SaaS

For B2B product sellers, taking lots of orders is the norm, so having efficient systems in place is essential to productivity and profitability. So, how do you find the right system for your B2B product business?

4 Signs of a Great Software Onboarding Package

By Olivia Mascarenhas on Wed 16 February 2022 in Wholesale & Distribution

So what makes a stand-out Onboarding package that is really worth your time and money? Whether onboarding is included or additional, mandatory or optional, we’ve highlighted the top 4 signs of a worth-it onboarding package. 

5 Ways to Manage a Remote Sales Team - Scalably, Efficiently & Effectively!

By Olivia Mascarenhas on Mon 31 January 2022 in Sales

It's a well known fact that a Sales team notoriously thrives off an office environment, so how do you make a success of managing a remote or hybrid-working team? We’ve put together just 5 key elements to successfully managing a remote Sales team – scalably, efficiently and effectively

10 Essential Metrics for B2B Wholesalers & Distributors

By Lucy Crossland on Fri 26 November 2021 in Wholesale & Distribution

For B2B Wholesalers and Distributors, understanding your customers' buying patterns is essential for business growth and success. But it's easy to feel bombarded with acronyms and phrases, so we've put together a need-to-know, top 10 list of metrics for product businesses.

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