CRM Archives | Kakkuro - Dashboards, Projects, CRM & Accounting SaaS

Sales Action Plans Can Transform Your Business

Managing customer relationships can be daunting, to say the least. A CRM can make it easier. But, it takes more than just refined customer organization to stay on top of your sales goals. That’s where action plans come in.

Sales action plans are the crux of every good sales strategy. It’s all about turning your long-term sales goals into a plan, one that is mapped out clearly with every step ready to be checked off. With a CRM that supports sales action plans, you can organize every step of your sales process by scheduling tasks — so no contact falls through the cracks.

Business Tips, CRM

Time is the killer of all deals. How often does it feel like you have just spoken with someone within the past few days, and in reality it has been weeks, a month or more? In our busy work life, you begin to realize the mind has a way of playing funny tricks on you and your memory. This is doubly true to a busy salesperson. Salespeople are constantly juggling new leads, customer relationships, active projects and life in general.

With that in mind, if that busy salesperson doesn’t act on a new lead or an insight — new information about your prospect — the lead or opportunity loses the strength of being actionable. By not acting in a timely manner, the opportunity to change the course of a business outcome can pass or be diminished greatly.

Business Tips, CRM

How to Turn Your Customer Goals into Reality

When it comes to converting prospects and leads into customers, as little as 22% of businesses are satisfied with their current conversions rates, according to Econsultancy. Entrepreneurs and business leaders alike have big goals when it comes to expanding their network of customers, but how do you make those goals a reality? Start by reading these six tips on how to turn potential clients into loyal customers and make your customer relationship dreams come true.

Business Tips, CRM

Kakkuro Is Now Connected with Over 750 Business Applications

Kakkuro is excited to announce our new integration and connection with Zapier, which lets us connect you with over 750 of the most commonly used business applications. Salesforce, Quickbooks, MySQL, Infusionsoft, Wunderlist, Smartsheets, Strip, Xero and Hubspot are just some of the common apps that Kakkuro Suite now links with — not to forget our existing integration with GoogleDrive, Microsoft Office and Dropbox.

Check Zapier to browse all applications that are possible to link with. You can view it here.

Accounting, CRM, Dashboards, Projects, Small Business, Software, Tech

7 Mistakes You’re Making that Cost You Customers

The success of every business hinges on its customers. Are your customers happy? Did you miss any prospective clients? Are you contacting them enough? Will your customers continue coming back? Questions like these flood the minds of business professionals and entrepreneurs on a daily basis. The success of their company rests in the hands of those who interact with it, but a number of common customer mistakes can mean broken relationships and lost leads. Are you making any of these seven mistakes that can cost you customers?

CRM, Small Business, Software, Tech, Uncategorized

By Kelcie McKenney

Customers are the key to success in any business. No matter how brilliant your product is, someone needs to buy it. That’s why maintaining relationships with your clients is so essential, and why Customer Relationship Management (CRM) tools can make the biggest difference. Here are 6 reasons why CRM is necessary for every successful business — including yours.

CRM, Small Business, Tech

Kakkuro Suite: CRM Launches New Organizational Chart Feature

Kakkuro Suite: CRM — Kakkuro’s customer relationship management system built for building and growing leads and clients — has just launched the latest feature: Org Charts. Now found under account contacts, Kakkuro Suite: CRM users can organize a company’s employee’s easily and visually.

With org charts you can see who you need to be reaching out to in order to follow a lead. Visually see the map of company employees, showing you who you need to be talking to in order to turn your leads into returning customers.

CRM, Software, Tech

By Kelcie McKenney

Starting a business can be daunting, but it only takes a few steps to get ahead of the game and on the right track towards success. Here are eight essentials every startup needs in our competitive business environment.

1. Research your market

You might have an idea for something amazing in your head, but that doesn’t guarantee people will buy it. Without full knowledge of your market, you can’t detect or understand what your potential customers actually want or need. Proper and extensive market research is necessary, and the first step towards understanding whether your idea can become a reality. Start by finding out what other products already exist and come up with a way to make your product different.

Accounting, CRM, Dashboards, Projects, Small Business

How I Achieved the Magical $1MM in Less Than 2 Years

A Note from Reggie Chandra, Ph.D, PE

The Problem

8 out of 10 entrepreneurs who start businesses fail within the first 18 months. Only 4% of the 28 million companies in the US ever reach more than $1MM in revenue. Of those firms, only 1 out of 10 (0.4% of all companies) ever make it to $10MM in revenue. Only 17,000 companies make it to $50MM. The primary reason that entrepreneurs fail is because they don’t have real-time metrics and dashboards to navigate through their entrepreneurial journey. Since entrepreneurs are flying blind, just like a plane without instrumentation in the cockpit, the businesses crash and burn.

Accounting, CRM, Dashboards, Reggie Chandra, Small Business, Software

CRM

Sales Action Plans Can Transform Your Business

Why are CRM’s important?

How to Turn Your Customer Goals into Reality

Kakkuro Is Now Connected with Over 750 Business Applications

7 Mistakes You’re Making that Cost You Customers

Why CRM is Necessary for EVERY Business

Kakkuro Suite: CRM Launches New Organizational Chart Feature

8 Essential Strategies Every Startup Needs

How I Achieved the Magical $1MM in Less Than 2 Years

The Problem