4-D Email Method with CRM

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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

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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

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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…

Get 40% off Constant Contact using this promo code

As a Platinum Partner for Constant Contact, 3cubed have just received a special offer that we’re passing on to our clients. Through the end of July, 3cubed clients purchase a Constant Contact Basic or Essential package, will get 40% off for 3 months*. *This offer is valid only for 3cubed clients in Australia and New Continue reading…

Activity management in CRM to stay focused and productive

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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

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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

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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…

Get 50% off Constant Contact for 6 months until June 30

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As a Platinum Partner, we’ve just received a special offer from Constant Contact. Through the end of June, 3cubed clients purchase a Constant Contact Basic or Essential package, will get 50% off for 6 months*. *This offer is valid only for 3cubed clients in Australia and New Zealand and you must enter promotional code 5046SP at checkout for Continue reading…

3 essentials to sales forecasting

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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 Manuals – download here

Download your GoldMine Manuals here GoldMine invests a lot of time in producing its GoldMine Manuals.  They are some of the most comprehensive training manuals for any CRM system on the market.  On this page we have included 3 of the most popular manuals released by GoldMine.  Most of our clients find the GoldMine User Continue reading…