Maximizing Sales Efficiency: A Dive into ShareBuilder CRM's Sales Funnel

Feb 22, 2024 8:00:00 AM / by Chris Koller posted in CRM, Account Management, Spotlight Features

 

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Announcing Connected Mailbox: A Game-Changer in CRM Activity Syncing

Dec 14, 2023 6:30:00 AM / by Taylor Snow posted in ShareBuilders, Customer Success, CRM, Industry News, Account Management

At ShareBuilders, our commitment to innovation is driven by the needs of our customers. In the realm of CRM functionalities, one topic has consistently emerged at the forefront of our discussions with you - the need for a more efficient, intuitive activity syncing process. After extensive research, planning, and development, we're thrilled to unveil a breakthrough in our CRM product's capabilities. Today marks the end of whispers and the start of a new chapter as we announce a game-changing solution. Moving beyond the constraints of Activity Sync, we're excited to present a new era of streamlined CRM integration with our latest innovation. Join us as we embark on this transformative journey, reshaping how activities are synchronized and managed.

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Automating Lead Management with Zapier & ShareBuilder CRM

Oct 11, 2023 3:15:00 PM / by Taylor Snow posted in ShareBuilders, Customer Success, CRM, Account Management

In today's digital age, managing leads has become an increasingly complex challenge for companies. This is where our recently released Lead Management system, steps in. And the cherry on top? We've integrated Leads and Contacts with the entire Zapier platform. Zapier is a solution that allows our customers to automate parts of their workflows by connecting the apps they already use every day with ShareBuilder CRM.

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Teamwork

Mar 7, 2018 7:29:57 AM / by Kitty Malone posted in Media Sales, Account Management

I am watching my tiny six-year-old cheerleader work with the others on her team to line up right and count one-two-three-four as they do their moves together. They are preparing for another competition, after having made their debut last week. They took second in their age group and were as thrilled with their second-place trophy as any Olympic gold medalists.

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Habit

Mar 23, 2016 1:28:41 PM / by Kitty Malone posted in Media Sales, CRM, Account Management

Google Fiber is at my office right now installing mega speed internet. YAY!

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A Message for Those Who Find Themselves With New (or No) Owners

Jan 19, 2016 8:07:14 AM / by Kitty Malone posted in Media Sales, Account Management

keep calm I'm your new boss

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2015 in the Rear View Mirror

Dec 30, 2015 11:56:11 AM / by Chris Crawford posted in Media Sales, Customer Success, CRM, Account Management

I wrote the blog below on December 26th, 2013. Many, if not all of the same ideas need to be revisited to consider how this year finished and how to make 2016 a banner year. Reflect on the article again. Insert 2015 everywhere you see a 2013, and apply what you have learned to make 2016 your best year yet.

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Goodbye and Hello

Dec 10, 2015 7:03:10 AM / by Kitty Malone posted in Media Sales, CRM, Account Management

My laptop has seen better days. MUCH better days. When I was traveling with Efficio’s IT President for a presentation recently, he was horrified when I dragged out my everyday work, leisure and travel companion, which has served me so well. “You may NOT take that out of your bag in front of them!” he commanded. I sheepishly agreed, but it was a necessity.  It has MY wallpaper on it, MY favorites, MY work shortcuts, MY silly game, MY training and management documents and correspondence history– you get the idea. It also has a bunch of stuff that somehow crept on there during my last five plus years as I have traveled, virtually and literally, around the country helping those in media sales use software to make more money.

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This Blog is About YOU (and I am Naming Names….)

Nov 24, 2015 7:13:53 AM / by Kitty Malone posted in Media Sales, Customer Success, CRM, Account Management

We made it! It is Thanksgiving week! It is a time when our attention turns from prospecting, getting contracts approved, and goal setting; and instead turns to figuring out how we can slip away after lunch on Wednesday so to travel over the river and to the woods to grandmother’s house for Thanksgiving Eve dinner. This will be followed by you hosting the other family on Thanksgiving Thursday. Friday, work may cross your mind for a brief second as you are hoping the talent showed up to the early morning remote for your client, but your attention is back on your friends and family as you brave the crowds to get that Star Wars or Paw Patrol toy for a few dollars off.  Then the weekend is filled with more family and friends and will fly by all-too-fast. Facebook will be filled with warm wishes for friends, real and virtual, and family holiday traditions will be the focus.

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Why Choose a Media Sales CRM

Oct 28, 2015 7:15:33 AM / by Kitty Malone posted in Media Sales, CRM, Account Management

Which One of These CRMs is Not Like The Others? (Hint, It Is the One That Adds in the Fun…)

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