4 Sales Reports You Need But Probably Aren’t Using

August 14th, 2018

sales reportsWhen tasked with managing sales, we often get into a certain rhythm – or maybe it’s a rut – with the way that we manage the program. And when it comes to sales reports, we have probably gotten used to the same ones… reports like:

  • Sales vs. goal
  • Sales vs. same period last year
  • Sales by sales rep
  • Basic sales call reports, etc.

And while those are a good place to start, let me suggest 4 other sales reports that you should add to your management arsenal… reports that will give you a deeper view of what’s really going on with your sales effort.

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Planning for 2019? It’s not too early to start.

July 31st, 2018

While it’s only the beginning of August – and we’re all in the middle of the summer doldrums – now is the perfect time to start planning for 2019 and thinking about your marketing & sales for next year. Five months may seem like plenty of time to get ready… but you’ll get busy this Fall, and January 1st will be here before you know it.

So, block of a little time RIGHT NOW to start thinking about improving your marketing & sales efforts for next year. And the absolute best way to do that is to make sure you understand all of the things going on in and around your business. What you learn will form the foundation for making smarter marketing & sales decisions next year. To help, here are 6 suggestions to get you started

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Not doing Client Satisfaction surveys for yourself? Whuuuuut?!

March 29th, 2016

survey28 Tips for Building Better Services with Surveys

In the perfect personification of ‘the cobbler’s’ children having no shoes,’ I am amazed at how many market research firms – that conduct studies for clients across the U.S. and around the world – don’t conduct any for themselves.

And the oddest one of those is the huge percentage of firms that don’t conduct a client satisfaction survey after each project. Why is that?

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Don’t Be an Idiot When Making Marketing & Sales Decisions

September 23rd, 2015

idiot 1How do you make your marketing & sales decisions?

For example…

  • What topics do you choose to blog about?
  • How do you decide what your ads will say?
  • Why don’t you Tweet?

For most people and most firms… these kinds of decisions are often made by the senior executive at the firm… who relies (far too much, IMHO) on his or her own feelings… on what they think ought to happen… and on what their gut tells them to do. And even if it’s a reasonably well-informed gut – it’s still boils down to just a guess.

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Great business quotes #4 – on measurement.

June 25th, 2014

measure1If you’ve read any of our previous content, then you know we believe that marketing is a process… and part of that process is the commitment to measure each step along the way.

It’s this philosophy that leads to the 4th great business saying in our series…

What gets measured gets done.

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Measure your marketing for a competitive advantage… a neat little trick (and it’s free)

October 8th, 2013

Bit.ly_LogoMeasuring your marketing effort is critical to your success.  When you measure, you learn what works and what doesn’t… and from that, can create a process for continual improvement.

Sometimes, the measurement requires some good ol’ nose-to-the-grindstone effort.  And other times, some really smart people create easy-to-use tools that make the job a whole lot easier.  Here’s one of them.

We’ve all used a service like bitly to create shortened versions of very long URLs.  It can be a very useful tool.

But did you know that bitly also provides a very easy way to help you track your marketing tactics?  Here’s an example of how it works…

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Dramatically Improve your Marketing with A-B Testing… it’s Easy and Free!

June 27th, 2012

There’s an old saying that I really like… “That which is easy to do is also easy not to do!”  Evidently, that sentiment applies to A-B testing in marketing, because almost no one does it.

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Do you KPI? 3 Steps for Enhancing your Marketing & Sales Measurement.

June 18th, 2012

One of the great business truisms of all time… “You can’t manage what you don’t measure!”

If you haven’t defined the most important marketing & sales KPIs (Key Performance Indicators) for your firm and monitored them consistently, here are 3 simple steps for getting started.

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