Sales Jedi Mind Tricks

Any sales pro worth their salt has surely studied Tom Hopkins list of dirty words you should never use, SPIN selling to implication, and other fun ways to make choosing your service or product the inevitable and natural conclusion of a gentle conversation – a far cry from the 80’s style ABCs – Always Be Read More…

How to Edit Email Signatures

Templates allow you to use the variable {signature} in them, and thus have a company-wide template that is customized to each sales rep. This short video will show you how to customize your own signature.

Automation & Email Templates

Email Signatures…  

help-opportunities

help-opportunitiesSep 25,2015

Sales Automation System Training

One of the common mistakes people make when designing sales automation systems is conflating “statuses”. Before getting into actual button pushing type sales automation training, you’ll get better results from your CRM if this is clarified by the CEO, sales manager, etc. I write “statuses” in quotes, because one recent sales process given to us by Read More…

Small Business CRM Options for Automation

There’s a big problem with most of the small business CRM options out there: they rely heavily on human input. This means more work, and it’s prone to failure and errors. SwiftCRM is different. We believe in automation – software that actually does the work for you whenever possible. Every small business is generally stretched Read More…

Welcome to Swift CRM!

Let’s get you set up! Click any item below to see a help video about that topic. Most are just a few minutes. This process is best done in order without skipping steps. The Trial Run: Converting some “Maybe”s to “YES” + handling transactions. Basic Opportunity Handling Basic SwiftCloud Setup: If you haven’t already, set your Read More…

Opportunity Details Page Help

CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…

Help on Help

Help on HelpSep 09,2014

On any page, click the help icon in the top right to see help about that specific page. The system will know what page you’re on, and so the help files will be specific. If you encounter a blank page, just let us know! We’ll be happy to complete it for you – they all Read More…