salesforce

best CRM for solo consultants-- don't choose poorly

What’s the best CRM for an independent consultant?

People constantly ask me, “what’s the best CRM for independent consultants?” Actually, they usually don’t even qualify the question that much. They just ask, “what’s the best CRM?”  (“CRM” stands for Customer Relationship Management, but most folks use it more … Read More

competing against larger firms

Competing against bigger firms

If you run a small firm, or perhaps your firm is you, you’ll sometimes find yourself competing against bigger firms. This can feel intimidating. These firms have more people, bigger budgets, slicker marketing, and often dedicated sales people. If you … Read More

Easy up-selling and solution selling for small business sales

Sometimes, we are our own worst enemies. (In previous posts, I’ve discussed how we often start discounting before we even know if the buyer thinks we are too expensive.) Today, I want to talk about making sure your buyers know … Read More

Volume Discounts for Salesforce.com

Volume Discounts in Salesforce.com

Salesforce.com is great for managing your pipeline, but sometimes you need a little help to get the customer a quote. One of the challenges is volume discounts (see customer  requests here and here). To mimic volume discount functionality in salesforce.com, … Read More