Inheriting a Deal: How to Catch Up Before Your First Call with the Buyer
When a colleague leaves and their deal lands with you, the history is in the record and in the people still around. A prep routine for the days before your first call with the buyer, including fiel...
Lead Capture at Medical Congresses: A Plan for Pharma Field Teams
A congress lead is usually a request from a healthcare professional, and it often belongs to someone other than the rep who heard it. What to settle before the congress, how to capture at the booth...
Getting Enriched Data into the Right CRM Fields
How to get enriched lead data into the right CRM fields: which values to keep, which record they belong on, what to do about dropdowns and conflicts, and how to test the sync before an event.
Lead Scoring Template: A Scoresheet You Can Copy
A lead scoring scoresheet a field or event team can fill in on a phone right after a conversation. Copy the table, the columns and the formulas into Excel or Google Sheets, with no download or form.
Wave Connect Alternatives for Sales Teams: 6 Options Compared
Blinq, Popl, HiHello, Mobilo, Uniqode and Tap each do one thing Wave Connect's pages don't describe, from analyzing the conversation to scoring the lead. A sourced guide to which one fits your sale...
Best Lead Capture Apps for Trade Shows: 6 Options Compared
Six lead capture apps for trade shows, described only from their own websites: which one fits which team, how each reads a badge, and four tests to run before you buy.