“I'm a first-year investment banking analyst at a boutique investment bank. There are only a few analysts in the department. Basically, we support all the deals of all the senior bankers. As analysts, we are asked to provide timesheet hours you spend on projects and your projection for next week.
Filed under project management, crm tool, workflow, tasks, workflow
Sales professionals travel, meet with clients, attend events, and work remotely some or all of the time. They use multiple devices like cell phones and tablets to stay connected and conduct business when they’re not in the office.
To effectively submit all requests and questions to the Cool Life Support Team, begin with selecting the "Client Portal" and enter your credentials.
Filed under portal, request help, service, billing management
Cool Life CRM is excited to announce a strategic partnership with Honorable Battles Company, LLC to provide corporate sales teams, C-suite insurance executives, and local insurance agencies consumer market insights to enter new markets, expand product offerings, and write ground-breaking new policies that are in tune with the rapid changing economic landscape.
Filed under life, P&E, crm, Honorable Battles, pipeline, projections, sales
The opportunity for carrying an exceptional product that will grow your relationship with your customer. You sell, we deliver and be confident we will become your greatest product.
Filed under developing a strong sales network to deliver a reliable and dynamic CRM and website
If your company has a sales team calling on prospects, they should be utilizing some form of customer relationship software.
Data consolidation is critical for success as businesses technologies constantly evolve in order to realize the additional revenue opportunities that exist within your data but are not currently visible. A strategy must be focused on your current needs, future plans, and the business processes you’re accustomed to all while avoiding non-integrated applications.
Filed under data, business, processes, system, crm, consolidation, infrastructure, applications, cloud, technologies, cool life crm, systems
Here are just a few benefits that come along with creating a usable website for your small business. Let me know why you think it is (or isn’t) important for a SMB to have a website in 2016
1. You stop being invisible.
2. You help control your rankings.
3. You create another sales tool.
4. You build authority.
5. You build an email list.
Filed under website, email list, menu, online ordering, seo
Too good to be true? Free website builders have come a long way since the original idea was first introduced with GeoCities in 1994.
Filed under website
Research shows that only two per cent of sales occur at the first meeting; the other 98 per cent will only happen once a certain level of trust has been established.
Filed under sales leads, blog, blogging, e-newsletters, case studies, whitepapers, valuable content