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05/15/2012 – 8:30 am |

D-Tools award-winning software makes it easier than ever to estimate, design, and manage the integration and installation of low voltage systems

CONCORD, CA – MAY 15, …

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Articles tagged with: sales

Nice and Slow Doesn’t Work Here

02/04/2009 – 10:27 am | One Comment

These days everyone is looking for a discount and most people won’t even consider shopping without an incentive; I’m becoming the same way.  In my …

Explaining the D-Tools Zoho CRM System – Sales Roles

09/18/2008 – 7:13 pm | Comments Off

As I previously mentioned we have a lot of leads in our CRM system. Without some sort of solid process for managing these leads we would never be able to see the forest through the trees. Good lead management is a critical aspect for our company (really, all companies) because nothing happens without the sale and most of our sales start out as leads. The reality is the future of your company hinges on how you currently manage your leads. You need to plant your seeds before you are hungry.

Explaining the D-Tools CRM System – Lead Management

09/15/2008 – 2:15 pm | Comments Off

We have a LOT of leads in our system. The current count is 11,192 and I archived any lead that was created before 2006 during the last conversion of CRM systems. Thankfully, Zoho CRM handles leads really well. This is the process we use to separate the forest from the trees and allow our sales team to focus on the most productive leads.

Latest Zoho CRM Release

08/15/2008 – 3:38 pm | Comments Off

The clever folks at Zoho just came out with a new release of ZOHO CRM,  For the most part it is a solid release, they …

Part 5 – Finding the right CRM solution

06/17/2008 – 3:17 pm | Comments Off

I did not want to make the same mistake twice.  We looked in depth at all the viable CRM apps currently available.  At one point …

My New HVAC System – Part 1: The Sales and Design Process

01/09/2008 – 5:39 pm | Comments Off

My furnace quit just before the holidays last year.  Some of you from the Midwest laugh at our nor cal winters but to us it …