Why a Change Order Process is Essential for Profitability
Automation, CRM Advice, Documents & Proposals, Workflows
I once worked with a manufacturer who was struggling to maintain profitability on large custom projects. They had a habit of agreeing to mid-project changes—modifying designs, shifting timelines, etc.—without much oversight. It seemed harmless.…
Streamlining Quote and Proposal Approvals in Manufacturing and Distribution
Automation, CRM Advice, Documents & Proposals, Workflows
Quote and proposal approvals in the manufacturing and distribution industries can be complex, but they don’t have to cause delays and internal finger-pointing.
At SalesNOW, we’ve helped many clients design and manage internal approval…
The Power of Effective Documentation Management in Sales
Automation, CRM Advice, Documents & Proposals, Workflows
I’m so glad SalesNOW is not just another pure SaaS provider. Selling subscriptions and managing support is important, but what I enjoy most is rolling up my sleeves and working directly with clients to solve their business problems.
One…
The Hidden Costs of CRM: What to Watch Out For
CRM Advice, Getting Started
When evaluating CRMs, the sticker price is often deceiving. Many solutions appear affordable upfront but come with hidden costs that can derail your budget. To avoid costly surprises, it's crucial to look beyond the base price and consider…
Why B2B Should Always Be P2P: The Human Element in SaaS Sales
CRM Advice, Customer Service, Getting Started
Over the past few years, I’ve noticed a troubling trend in the world of SaaS sales. With so much of it happening digitally, the human element—the people we’re actually serving—seems to be getting overlooked more and more.
It feels…
Why CRM Success Requires More Than Just Implementation
CRM Advice, Getting Started
Many businesses believe that implementing a CRM will magically solve their sales data and operational struggles. Unfortunately, it’s not that simple. Without a proper strategy, internal alignment, and defined workflows, even the most advanced…
Why Your CRM Should Be Your Sales Team’s Greatest Ally
Automation, CRM Advice, Workflows
A CRM needs to be more than just a tool your sales team is required to use—it should feel like their ally, making their lives easier every step of the way and freeing up their time to focus on selling. But too often, CRMs feel like an extra…
Why Only Talking to a Salesperson When Buying a CRM Can Be a Costly Mistake
CRM Advice, Getting Started
If you only talked to a salesperson when buying your CRM, buckle up.
A CRM should be the backbone of your business, streamlining operations and driving growth—not causing headaches. Yet, if your buying journey only involved speaking with…
How a CRM Protects Your Sales Team from the Impact of Turnover
CRM Advice, Staffing
Turnover happens. It’s an unfortunate but inevitable part of running a sales team. But when it does happen, the impact can be massive if your CRM isn’t equipped to handle the transition seamlessly.
The Risks of Poor CRM Management During…
Why a Scalable CRM is Essential for Growing Businesses
CRM Advice, Getting Started
One of the most rewarding parts of business growth is seeing companies scale and thrive. But with growth comes the need to pivot quickly—processes evolve, teams expand, and the tools you relied on yesterday may need to adapt to meet the demands…