4-D Email Method with CRM

Too many emails and feeling the digital deluge? Try the “Four Ds for Decision-Making” (4-D) model which is a valuable tool for processing email, helping you to quickly decide what action to take with each item and how to remove it from your Inbox. For every message in your Inbox: If it isn’t important, delete Continue reading…

3 strategies to deal with employee turnover using CRM

Employee turnover can be a chaotic time.  A quick Google search shows hundreds of scholarly articles written by very smart people on how to mitigate, minimise, manage and otherwise master this inevitable fact of business. However I’d like to focus on ways you can deal with this from within CRM *when* it happens.  This is Continue reading…

CRM and other systems – a framework

So the Wikipedia definition of CRM is “an approach to managing a company’s interaction with current and future customers.  It often involves using technology to organise, automate, and synchronise sales, marketing, customer service, and technical support”. *yawn* In plain English, it’s about getting leads, closing deals and putting out customer fires.   If we can Continue reading…

Activity management in CRM to stay focused and productive

I love to do lists. It keeps me focused and it’s always satisfying crossing off that last to do for the day then leaving the office feeling accomplished. Most people feel best about their work the week before their vacation, but it’s not because of the vacation itself. What do you do the last week Continue reading…

Handing leads to sales using CRM

Get leads, close deals.  That’s the game we play. But before the leads become live they almost always have a relationship with you. There’s a story to tell about this potential sale. Information that can be gleaned from their previous engagement such as: What are their interests? What offerings did they respond to become a Continue reading…

Lead tracking and reporting using CRM

So profit-and-loss reports/balance sheets measure the financial health of your business. And you’re probably already measuring these via your accounting system, the “back end” of your business. If you’re a numbers guy like me, you love quantifiable data… I’ve been known to spend Sundays reconciling my credit card bill…don’t judge. But what about the other Continue reading…

3 essentials to sales forecasting

A sales forecast is an estimate of your sales for the forecast period. Forecasts are often based on historical data, retrieved form accounting systems.  The problem with this is that past performance rarely can be relied on for future events. Sales forecasting should not be confused with sales pipeline management – tracking prospect responses to Continue reading…

GoldMine CTI Phone Integration with CyDesk

GoldMine Telephone Integration (CTI) Here at 3cubed we often get asked can our GoldMine software integrate with our PABX phone system?  The answer is absolutely. GoldMine CRM can integrate to your phone system using a CTI product called CyDesk. GoldMine Phone Integration with CyDesk CyDesk is software that connects to your PABX phone system and Continue reading…

3cubed CRM Results Audit

3cubed CRM Experts Having been CRM specialists for the last 11 years, we’ve seen it all before. We’ve had clients contact us after their IT consultant promised he could deploy a world class CRM system in 2 weeks. We’ve had clients who have worked with other CRM partners who have tracked us down based upon Continue reading…