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Building professional relationships

  • CRM Fundamentals to Build your Business

    CRM Fundamentals to Build your Business

    Unfortunately, the answer is rarely found within instruction manuals, YouTube videos, and training, as these are often focused either on configuration, or on the "clickety-here, clickers-there" of how to use each bit of system functionality. Or, management believes the myth that the system will work only if every field must [More]

  • When You Lose: Ask and Offer

    When You Lose: Ask and Offer

    It's terribly disappointing, especially since the cost of putting together the proposal, prepping the pitch—let alone the cost of prospecting and pre-sales activities—is huge. So what to do? One alternative is to pretend that the entire episode didn't happen, and focus on the next opportunity. For some people, it also [More]

  • LinkedIn Prospecting — A New Social Contract?

    LinkedIn Prospecting — A New Social Contract?

    Without a doubt, LinkedIn is the premier business networking tool. It has come a long way as a repository for your contacts and an online version of your resume: It has a complete suite of recruitment tools, sales tools (e.g. LinkedIn Sales Navigator), advertising tools, and more. But strangely, not [More]

  • Trust is the Currency of Transactions

    Trust is the Currency of Transactions

    I would like to suggest another definition: Trust is the currency of transactions. Or said another way, at every touchpoint — for every transaction and for every interaction — trust either increases or decreases. Consider these scenarios: Scenario one: Someone you barely know asks you for a favor. When this [More]

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