Crazy CRM Math

Ok, I need someone to explain this to me. Almost every CRM package that I look at has a report that looks like this: Forecasted Sales x Probability of Closing = Potential Sale or     Value of Opportunity x Probability of Closing = Expected Revenue  ...

Marketing Your Tax Practice

As the end of the year approaches, it’s time to think about how to get profitable new clients to know, like, and trust you for the upcoming tax season. Here are some tips to help you get your marketing ship in shape so you can enjoy your most profitable tax...

Managing Leads – Creating a Plan

After managing existing customers, managing leads is probably the next thing people think of when they think of CRM. “Leads” means different things to different people; when I use “leads” I am referring to “suspects.” Suspects ->...

CRM – First Things First

First things, first. Let me describe my business and some of my CRM needs first in order to give some context to this series of posts. I am currently a sole-proprietor. I have a brother who works with me while he is in grad school and hope to have him onboard full...