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The Business Case for Devoting Resources to CRM Management

In today’s competitive business landscape, managing customer relationships is paramount to sustained success. Customer Relationship Management (CRM) systems have emerged as powerful tools to streamline processes, enhance customer satisfaction, and drive revenue growth. In this blog post, we will delve into the compelling business case for allocating resources to CRM management. From improved customer retention to enhanced productivity, let’s explore the tangible benefits that a well-managed CRM can bring to your organization.

  1. Boost Customer Retention: Effective CRM management enables businesses to cultivate stronger relationships with customers. By capturing and analyzing customer data, you can gain valuable insights into their preferences, needs, and behaviors. This knowledge empowers you to personalize interactions, address concerns promptly, and provide tailored solutions, ultimately fostering customer loyalty and reducing churn.
  2. Drive Revenue Growth: A well-organized CRM system allows businesses to identify upsell and cross-sell opportunities, enabling targeted marketing and sales efforts. By leveraging customer data, you can segment your customer base, identify high-value prospects, and design personalized marketing campaigns that increase conversion rates and drive revenue growth.
  3. Enhance Customer Satisfaction: CRM systems facilitate seamless communication and collaboration across departments, ensuring a consistent customer experience. With access to customer data, sales representatives, customer support teams, and other stakeholders can understand a customer’s history, preferences, and past interactions, enabling them to provide personalized and efficient service. Improved customer satisfaction leads to higher customer retention, positive word-of-mouth, and enhanced brand reputation.
  4. Streamline Business Processes: A comprehensive CRM system centralizes customer data, eliminating the need for manual data entry and disparate spreadsheets. By automating routine tasks such as data entry, lead nurturing, and follow-up reminders, businesses can free up valuable time for employees to focus on more strategic activities. This streamlining of processes enhances productivity, reduces errors, and improves overall operational efficiency.
  5. Enable Data-Driven Decision Making: A well-managed CRM system serves as a centralized repository of customer data, providing valuable insights into customer behaviors, market trends, and sales performance. Access to real-time and accurate data enables informed decision making across various business functions. By analyzing customer data, businesses can identify patterns, anticipate market demands, and align their strategies accordingly.
  6. Improve Sales Forecasting and Pipeline Management: CRM systems provide visibility into the sales pipeline, allowing businesses to track leads, opportunities, and sales performance in real-time. Accurate and up-to-date sales data enables more precise sales forecasting, helping businesses make informed decisions regarding resource allocation, budgeting, and goal setting. Additionally, CRM systems facilitate collaboration among sales teams, enabling effective pipeline management and maximizing sales conversion rates.
  7. Facilitate Customer Segmentation and Targeted Marketing: CRM systems enable businesses to segment their customer base based on various criteria such as demographics, purchase history, and preferences. This segmentation allows for targeted marketing campaigns tailored to specific customer segments. By delivering personalized messages, offers, and content, businesses can increase engagement, improve response rates, and drive higher conversions.
  8. Strengthen Internal Collaboration and Knowledge Sharing: CRM systems serve as a centralized hub for customer data, fostering collaboration and knowledge sharing among teams. Sales, marketing, and customer support teams can access a comprehensive view of customer interactions, facilitating seamless handovers, personalized interactions, and streamlined customer service. This collaborative approach ensures a consistent customer experience across all touchpoints.

By prioritizing CRM management and allocating the necessary resources, businesses can unlock their full potential, enhance customer relationships, and drive long-term success.

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20 Example ChatGPT Prompts Nonprofits Can Use

In the world of nonprofits, meaningful conversations can be both insightful and enjoyable. In this blog post, we’ve gathered 20 laid-back prompts that will ignite engaging discussions around the business side of nonprofits. From fundraising strategies to organizational development, let’s dive into these relaxed prompts and have some fun while exploring the business aspects of nonprofit work.

  1. “If our nonprofit had a mascot for our brand, what would it be?” Let’s get creative and imagine a playful and memorable mascot that embodies our nonprofit’s mission.
  2. “Share a humorous or memorable story from a fundraising event.” Let’s reminisce about the funny and heartwarming moments that have occurred during our fundraising endeavors.
  3. “What’s your favorite way to engage corporate sponsors for partnerships?” Let’s exchange ideas and discuss strategies to cultivate meaningful relationships with corporate sponsors.
  4. “Tell me about a creative campaign idea that could generate buzz for our nonprofit.” Unleash your imagination and propose a unique and attention-grabbing campaign concept.
  5. “If our nonprofit were a famous brand, which one would it be and why?” Let’s have some fun and draw parallels between our nonprofit and well-known brands to uncover unique insights.
  6. “What are some effective strategies for diversifying our revenue streams?” Discuss different approaches to reduce reliance on a single funding source and enhance financial sustainability.
  7. “Share an amusing or inspiring anecdote about a successful volunteer-led initiative.” Celebrate the ingenuity and dedication of our volunteers through their heartwarming stories.
  8. “If our nonprofit were a movie genre, which genre would it be and why?” Let’s indulge in a creative exercise and imagine our nonprofit as a genre that reflects our unique mission and approach.
  9. “What are some innovative ways to leverage technology in our nonprofit operations?” Explore cutting-edge tools and digital solutions that can streamline our processes and amplify our impact.
  10. “Share a funny or memorable moment from a board meeting.” Let’s lighten the mood and reminisce about amusing or unexpected occurrences during our board discussions.
  11. “If our nonprofit had a unique value proposition, what would it be?” Craft a distinct and compelling statement that encapsulates the unique value our nonprofit offers to its stakeholders.
  12. “What are some effective strategies for engaging and retaining long-term donors?” Discuss approaches to build strong relationships with donors and keep them committed to our cause.
  13. “Share a successful collaboration story between our nonprofit and a for-profit business.” Highlight instances where our nonprofit has joined forces with a business to achieve mutually beneficial outcomes.
  14. “If we could have any celebrity spokesperson for our nonprofit, who would be the best fit?” Have some fun and imagine which celebrity’s influence and values align perfectly with our cause.
  15. “What’s the most unexpected source of funding or support we’ve received?” Reflect on the surprising instances when support came from an unexpected place, proving that opportunities can arise in unexpected ways.
  16. “Share a valuable lesson learned from a past organizational challenge.” Discuss the insights gained from overcoming obstacles and how they have shaped our nonprofit’s growth.
  17. “If our nonprofit were a book, what would the title be and why?” Let’s tap into our creative side and imagine a book title that captures the essence of our nonprofit’s journey.
  18. “What are some effective strategies for engaging and mobilizing volunteers in our community?” Discuss approaches to recruit, inspire, and empower volunteers to become ambassadors for our cause.
  19. “Share a story of a nonprofit that successfully transitioned from a small startup to a well-established organization.” Learn from inspiring stories of nonprofits that have experienced significant growth and sustainability.
  20. “If our nonprofit had a ‘superpower’ to address a social issue, what would it be?” Let’s dream big and explore how our nonprofit’s unique strengths can make a transformative impact in addressing a pressing social challenge.

With these 20 relaxed ChatGPT prompts, we can enjoy engaging conversations while exploring the business side of nonprofits. Let’s unleash our creativity and wisdom to propel our nonprofit forward while having some enjoyable discussions along the way!

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Getting Started with ChatGPT: How to Talk to AI in Simple Terms

Have you heard about ChatGPT, the smart AI that can have conversations with you? If you’re new to this, don’t worry! In this blog post, we’ll explain what a ChatGPT prompt is, why it matters, and how you can use it to have better chats with this amazing AI.

Understanding ChatGPT Prompts: Let’s start with the basics. A prompt is like the first thing you say to ChatGPT to start a chat. It’s a message that helps the AI know what you want to talk about. You can make it a statement or a question, like saying “Hi, how are you?” or “Tell me a joke.”

Shaping Conversations with Prompts: Prompts are important because they guide the conversation with ChatGPT. When you use a good prompt, it helps the AI understand what you’re looking for and give you the right answers. It’s like giving directions to the AI so it knows where to go.

Tips for Effective ChatGPT Prompts:

  1. Be Clear and Specific: To get good answers, it’s important to be clear about what you want. Say exactly what you’re curious about or what you want to know. For example, instead of saying “What’s up?”, try asking “Can you tell me about space?”
  2. Set Expectations: Let the AI know what you’re expecting from the chat. If you have any rules or preferences, share them with the AI. It helps the AI understand your needs and give you a chat that suits you.
  3. Add Some Personality: Have fun with your chats! You can make your prompts sound friendly or casual, depending on your style. Feel free to add your own touch and make it more personal. The AI can adapt to your way of talking.
  4. Give Context: Context means sharing some extra information to help the AI understand better. If you’re talking about something specific, give a little background. You can also refer to things you said before to keep the chat flowing smoothly.
  5. Try, Try Again: Don’t worry if your first prompt doesn’t give you the perfect response. You can always try different prompts and see what works best. It’s a learning process, and with practice, you’ll get better at having great chats.

Start your ChatGPT adventure by using simple prompts. You’ll have fun conversations and discover new things with this amazing AI. Don’t be shy, give it a try!

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Automating Nonprofits with a Dash of Humor: Bringing Efficiency and Laughter Together!

Welcome to a whimsical journey through the nonprofit industry, where automation and humor unite to revolutionize the way we make a positive impact on the world. In this blog, we’ll explore how nonprofits can leverage automation with a touch of humor to streamline operations, engage supporters, and spread laughter along their noble mission. Get ready to witness the power of laughter-driven automation in the nonprofit sector!

  1. The Comical Volunteer Onboarding: Volunteers are the lifeblood of nonprofits, and onboarding them can be a tedious process. Injecting some humor into the volunteer registration and training process can make it enjoyable for everyone involved. From quirky welcome emails to playful training videos, infusing humor into the onboarding journey can create a lighthearted atmosphere that keeps volunteers engaged and excited to contribute.
  2. The Hilarious Donation Reminder: Automation can be a game-changer when it comes to donor management. Instead of sending generic donation reminders, why not add a comedic touch? Craft witty email templates or social media posts that nudge donors with a smile. For example, “Hey there, superhero! Just a friendly reminder that your cape is ready for another act of kindness. Donate today and save the day!”
  3. The Laugh-Inducing Thank You Notes: Expressing gratitude to donors and supporters is essential for nonprofits. Automated thank you notes provide a perfect opportunity to spread some laughter. Include funny quotes or personalized jokes to show your appreciation. Remember, a chuckle can go a long way in making your donors feel valued and connected to your cause.
  4. The Jovial Event Invitations: Fundraising events are a staple in the nonprofit world, and automation can simplify the invitation process. Spice up your event emails by incorporating humor into the subject lines and content. A witty invitation is more likely to catch the recipient’s attention and increase event attendance. Who can resist an invite that promises an evening filled with laughter and making a difference?
  5. The Quirky Social Media Campaigns: Social media is an excellent platform for nonprofits to spread awareness and engage supporters. Combine automation with humor to create unique social media campaigns. Create humorous videos, share funny anecdotes related to your cause, or host caption contests that involve your followers. Laughter can make your cause more relatable and inspire a stronger connection with your audience.
  6. The Playful Impact Reports: Impact reports are essential for showcasing the results of your nonprofit’s efforts. Infuse these reports with humor to captivate your stakeholders. Include funny anecdotes, highlight heartwarming success stories, and present data in a visually appealing and amusing way. Laughter can make your impact reports more engaging and memorable.
  7. The Comedy of Volunteer Appreciation: Volunteers dedicate their time and energy to support your cause, and showing appreciation is crucial. Instead of the usual thank you emails or certificates, why not host a hilarious volunteer appreciation event? Organize a comedy night or a talent show where volunteers can showcase their hidden talents. Laughter can bring volunteers closer together and foster a sense of community within your organization.

Conclusion: In the world of nonprofits, automation and humor can be a winning combination. By embracing automation tools and infusing humor into various aspects of your operations, you can create a vibrant and engaging experience for your volunteers, donors, and supporters. So, let laughter guide your automation journey, and watch as efficiency, effectiveness, and mirth intertwine to make a lasting impact on the world.

Remember, in the realm of nonprofits, laughter is not just a tool, but a catalyst for change. Go forth, automate with a touch of humor, and make the world a better and brighter place, one giggle at a time!

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The Art of Sales Automation: Crushing Targets and Laughing All the Way!

Welcome, to a world where sales automation reigns supreme, and laughter is the secret ingredient to achieving sales success. In this blog, we’ll take a light-hearted dive into the wonderful world of sales automation, exploring how humor can be a secret weapon in your pursuit of exceeding targets, closing deals, and keeping your sanity intact. So fasten your seatbelts, and let the laughter-driven automation begin!

  1. The Rise of the Sales Cyborgs: Picture a world where salespeople are transformed into superhuman beings – part-human, part-machine, and all hilarious. Sales automation is like a trusty sidekick, enhancing your abilities, streamlining your processes, and giving you more time to crack jokes with your customers. It’s like having a personal assistant who never fails to make you smile, all while boosting your sales game.
  2. The “Automated” Cold Call: Ah, the dreaded cold call – the bane of every salesperson’s existence. But fear not, for automation is here to save the day! Imagine a scenario where your automated assistant seamlessly dials the numbers, delivers your pitch flawlessly, and even throws in a witty one-liner to break the ice. “Is your refrigerator running? Well, great! Because our product will keep your business running smoothly too!” Who could resist such charm?
  3. The Magical Power of Personalization: Sales automation allows you to personalize your outreach at scale, making your prospects feel like they’re the only fish in the sea. With a touch of humor, you can turn a generic email into a delightful surprise. Adding a funny GIF or a clever pun to your automated email can make all the difference. Remember, a smile is just one click away from closing that deal!
  4. The Game-Changing Chatbot: Chatbots are the superheroes of customer service, answering queries, and handling objections with ease. But let’s not forget the humor element. Program your chatbot to sprinkle some laughter throughout the conversation. Imagine your customer asking a question, and your chatbot responds with a cheeky joke to lighten the mood. Who knew customer support could be so entertaining?
  5. Sales Reports and Puns: A Match Made in Heaven: Ah, the joy of sales reports! While they may not be the highlight of your day, why not inject a little humor into them? Instead of dull bar graphs and pie charts, why not include a “Pun of the Month” section? For example, “Our sales are skyrocketing! Let’s keep reaching for the stars and avoid crash landings!” A good laugh can make those numbers much more enjoyable to analyze.
  6. The Art of Social Selling: Social media is the playground where sales automation and humor can come together beautifully. Craft witty posts, share relatable memes, and engage your audience with clever captions. By infusing your social media strategy with humor, you’ll not only attract attention but also build an authentic connection with your prospects. Remember, laughter is the shortest distance between two people on the internet!
  7. The Hilarity of Sales Gamification: Sales automation and gamification go hand in hand. Why not turn your sales targets into a fun competition with a comedic twist? Give your team humorous nicknames, create silly trophies, or organize a “Sales Olympics” event where the winners get to wear ridiculous costumes. Laughter can boost team morale, drive healthy competition, and help everyone stay motivated even during challenging times.

Conclusion: In the world of sales automation, laughter truly is the best medicine. Incorporating humor into your sales processes can create a delightful experience for both you and your customers. So, embrace the power of automation, let your jokes flow, and watch as your targets shatter and your sales soar. Remember, in the pursuit of success, a little laughter goes a long way!

Now, armed with your trusty sales automation tools and a sense of humor, go forth and conquer the sales world, one chuckle at a time!

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Investing in Software Training for Your Team is Mission Critical

Having worked for a few nonprofits in my time, I have seen first hand how lack of training stimies the power of technology in your operations schema, particularly as it relates to your nonprofit CRM software. It’s hard enough to do the product and pricing research as well as engage with your team/s to identify what technology […]

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How To Touch More Leads And Develop More Relationships In Less Hours

Consistent and timely communication with leads, prospects, clients, and customers is a requirement to keep your sales pipeline full of opportunities.

As a successful sales professional, following up and truly building relationships and stewarding opportunities through the customer journey can be a time-consuming process.

In most cases, this leaves a sales professional with two options on how to touch leads consistently:

  1. Spend time writing emails and handwritten letters at your desk for hours a day. This means going to the CRM and looking up the prospects name and contact information and handcrafting a simple “thank you for coffee” email by hand.  If you’re new to the organization you don’t know what to include and what others have used before (you’re left to the wolves).
  2. You skip this step and continue working with new donors hoping to close the deal upon that initial meeting. And when you look back and see that you have met with dozens of prospects and generated a number of opportunities to cultivate, you realize it’s been so long since you spoke with them you can’t remember what you spoke about or if you thanked them for the meeting.

In this situation, you need a system that can automate some of these processes or at least make them faster.

Segmented data-driven email marketing automation creates an environment where the sales team and the customer feel supported throughout the customer journey.

As you can see in the images below you can develop organization-wide or individual sales follow-up templates that can be used to easily send personalized communications out to leads and prospects.

These templates merge in the unique information of the constituent from the CRM record, as well as the meeting information (online screen sharing link) should you choose.  Once the appropriate template has been selected you are then allowed to enter the unique text to personalize the templated letter based on the relationship and move on with your day.

If you’re looking to get hours or days back on your schedule, this may be the solution you’re looking for.

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CRM System Management Tips and Trick You Can Use (2019)

Everyone runs their companies technology based on the unique business needs of the company and strategy.  We wanted to offer a few suggestions on common pain points that all CRM Management professionals can use.

Listed below you will find a few tips and trick to support keep these areas maintained.

Modern CRM Design

Now that CRM’s are designed with whole organizational teams accessing the system in mind, the whole process of thinking of the desired list, submitting a request to the database administrator and waiting for that person to go through the often cumbersome process of setting up a query and then exporting that data into a usable report.

Using List Views

Sometimes a change in verbiage reflects a larger shift in functionality and this has certainly been the case in CRM’s now referring to queries as views.

I’ll review how you can look at CRM software views as a tool to support productivity with your salesforce processes.

Even if you try on the two words, you immediately sense the difference.

Queries sound scientific and serious, while views sound expansive and inviting.

It’s a shift from having to mine to extract hard to get at information to simply open the shutters to reveal what is already there in all its potential.

As designers have simplified CRM user interfaces across the board, one of the biggest changes has been the recognition that it shouldn’t take a special skill set to see data organized into subsets and lists.

Thankfully all of the cumbersome steps required in the past are no more!

They have been replaced by simple filters that can yield specific results in seconds within the same window the user is currently accessing.

These list views can then be acted upon immediately, such as sending out a mass email to a particular group, or they can be used to generate reports that can then be automatically updated.

List views can also be saved locally so users can simply click on a drop-down menu to bring up a specific filtered group.

Views are unique to each user, you can keep what is relevant for you in your particular role without cluttering up the system with a mass of views.

In addition, you can switch views between tasks so that you don’t have to pull up a report and consider it alongside what you are trying to do, the view that is most relevant to your task is simply what you choose, see, and work within.

When you are done with the task you just simply revert to the regular view.

All this leads to much more efficiency in executing tasks, running reports, sending email and social campaigns, and organizing your activities.

Want to see a list of all the leads you have not contacted in the last quarter so you can send them a quick email?

Wondering how many proposals are in the closed/won stage so you can use that information for a budget update? Just use views to give you those lists with ease.

Even the actual search criteria options have become both more refined and more broadly responsive to how different users might think to search.

For instance, you could look up all the records that “contain” a particular word within a particular field to generate a list.

The sophistication of queries remains, but with a far more intuitive process.

Queries were one of the great hindering factors in the democratization of the CRM for nontechnical users, isolating a seemingly inaccessible mountain of data and allowing only the most technical of climbers access.

The shift toward powerfully intuitive list views should not be underestimated.

One is that your whole business becomes more open, efficient, and connected because more people are actually using your CRM.

The other is that everyone is then using data to drive the key decisions and actions that empower your sales team and business goals, and that is where the real gain lies.

CRM software makes another leap – enjoy the view!

 

System And Record Coding (Don’t Over Do It)

As we’ve worked with dozens of companies over the years one of the first things I do is take a look at their code tables.

This truly lets me know where the business is and how organized their data is.

Trying to convince yourself that “your business is SPECIAL.”  Like my second in command in my last job used to tell me

“It’s Not Always About You.”

I would love to have a conversation with anyone in business about how much of their work isn’t even supporting their sales and customer journey.

Look at your coding and how you look at the tasks your company is executing.

In some cases, companies have finally let go of work and tasks they have been performing for a year when we put their work under this kind of lens.

If you want to truly measure what your business is doing, you should be asking yourself with each activity you perform in your business “is it in related to”:

Is this one of the listed below:

  • Identification
  • Cultivation
  • Solicitation
  • Stewardship?

Managing And Tracking Data And Report Requests In Your CRM

I recently had the opportunity to stop in on a Facebook Page for CRM users and a new CRM system manager was discussing how she had an immediate report request from her boss and needed a little help.

Well after I provided the answer another user jumped on and discussed how she was making the industry more difficult for other because she did not force the person making the reporting request wait 7 days to deliver it.

I totally understand this person point of view and for a time I believed it myself.

However, as you begin to understand that the world and business do not work that way!

Business and opportunities present themselves at any time and it doesn’t come down to the need to provide structure and time for how you work.

Your right, database managers are very busy and are the superman/women for the office.

There are steps we can take to make handling the normal pace of chaos in our roles with a few proactive approaches that we cover in the video in this blog post.

A true professional in this field takes full responsibility for their role in the company, though most of the time our role is a thankless role we have to think long-term and strategically to support the needs of all areas of the business.

If you’ve been a CRM system manager at any time, you’ve experienced the situation where just a few months earlier you ask leadership if certain data points should be captured and they say “NO”.

Just to come back later and explain they need reporting on that data they asked you not to collect?

Staying organized and not letting data and reporting request slip through the crack has to be a priority when providing information for the company.

Make sure you have a logical systematic process in place for managing those requests to keep the flow of information going.

View the video below to walk through managing data requests in your CRM and how it can make the entire business more productive.

 

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The New Imperative of CRM Automation and Why It’s Time for Nonprofits to Embrace It

The role of automation has moved from being a luxury item within CRMs to an imperative and is one of the key ways to increase productivity throughout your organization. Thankfully a few of the CRM’s out there designed for nonprofits have made the setup and running of automation far more user-friendly and far more powerful than it has been even in the last few years. With older CRM’s automation was a cumbersome and clunky undertaking for users and it took a lot to get even basic automation running. As such, it was underutilized and typically either not set up, or only used for a few redundant processes. This stood in juxtaposition to most corporate CRM’s whose designers focused heavily on automation and recognized it as the game changer in efficiency gains that it really is. So now is a great time for your nonprofit to embrace using CRM automation as it will only be growing in relevance in the coming years. Another tangential benefit of automation is that it inspires planning. If you know what automation and workflows to put in place it is because you know how these fit into overall goals and outcomes for your organization, both internal (for example, tracking development team lead conversions) and external (for example, getting a campaign to its goal).

Automation is a functionality worth asking about in some detail if you are exploring a new CRM. Here are a few guiding questions:

  • Is automation easy to set up? This is definitely something you would want to see demonstrated in a demo.
  • Will automation run on social, email, chat, survey responses and support tickets – in other words, does it apply across the system?
  • Can you visually see the flow of triggered actions? If it isn’t intuitive to you, it can create problems when executed.
  • Does automation include real-time notifications? Will staff be alerted when someone engages on any channel (email, call, chat, survey response, support ticket, social)?
  • Will your CRM suggest macros for recurring actions and workflows the system sees you repeating? Users are busy doing, and sometimes don’t realize there might be a way to automate a set of tasks; smart CRM’s will see these patterns and ask users with a prompt whether they would like to add a macro to automatically run a series of actions.

Automation is an upfront investment in set-up and mapping out of workflows and communication triggers that compliment user’s roles. But the investment is well worth it these days as it is one of the most valuable tools in helping your team keep up with its many communication channels and to free them up to focus on higher level engagements and opportunities at timely periods within a given cycle or workflow. Across your organization, automation is the key to scaling your marketing, fundraising, and other communication efforts so take the time to see what your CRM can do. Power to the user!

Want to see automation in action? Here’s a quick video to show you how to set up a basic workflow:

For more information on Nonprofit Vertical Source CRM click here.

 

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Opportunities Boards – Increase Your Chances of Sales Opportunities Knocking

When sales opportunity knocks, of course, you want to answer the door, but getting the opportunity to come a-knockin’ is always the harder part.

If you haven’t used an Opportunities Board before, this can be a great way to get your arms around all the possible engagement possibilities (sales collatoral) your organization has and centralized them all into one place.

With so many communication channels it’s easy to feel like you are having to look in multiple places to find the engagement tools you need to interface with a particular audience or campaign.

Opportunities Boards create one document for all and become the hub for your available resources and sales engagement opportunities.

We recommend storing this document somewhere in your CRM that your entire staff has access to so they can add resources as they come up or are created.

In many cases within larger organization’s different departments might have resources that staff in other areas are entirely unaware of, so this exercise really is one that sheds light and empowers all.

It is also a great net efficiency gain because instead of looking in the ten places an opportunity might be living, you just have to reference one document that links you to the sources you need for a particular outreach or initiative.

It also means you won’t miss that additional resource that you forgot was even out there.

One other big plus? You will likely realize you have more opportunities to engage leads and prospects than you thought!

 

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