What are the top tips we can give to the agency owners and salespeople? Instead of coming up with a smart copy, we went directly to the source and asked our clients coming from marketing, creative, web and other agencies. From conducting a client audit to dealing with a long sales cycle, check out these experience-proven tips!
Optimized contact forms, referral system, ‘extra’ lead statuses, changing the mindset… This article offers 11 practical, crash-tested tips that will help you make the most of your agency CRM system and, of course, close more deals.
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- Follow-up on every lead
- Focus on one sales action at a time
- Build deals and send quotes in seconds
- Send emails directly from the app
- Receive and email custom reports
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as well as insider sales tips & insights!