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How to create a task tracker in excel

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Being able to track and organise your tasks is critical to running an efficient operation. This is especially important if you have multiple people in your company - you want to be able to see what’s …

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How to negotiate in sales

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What is the purpose of a negotiation? It’s about creating agreement between differing parties. It doesn’t matter if you’re trying to get investment, win a customer over or lower your …

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What we've been working on... RealtimeCRM Aug 2020 Update

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In this article we’re going to cover what we’ve been working on over the last couple of months. We’ve made it much easier to add the same task to multiple Opportunities, we’ve …

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How to handle a sales rejection like a pro

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Rejection sucks. But it’s a part of life and you have to be able to deal with it and move on without it affecting everything you do afterwards. It can be difficult to disassociate yourself from a no …

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BATNA and when to delay a sales negotiation

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When delaying is better than walking away The nuclear option is to walk away. It’s what your credibility is based upon but sometimes it’s better to be patient. To let time be your ally. The question …

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The 9 best sales methodologies and the right one for your business

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What is a sales methodology? A sales methodology can be best described as the steps involved in winning a deal. It’s different from a sales process in that the sales process is looking at the …

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How to deal with a prospect with lots of sales objections

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Ask the right questions at the right time When you’re asked a question your natural instinct is to answer as simply as possible. What are the two most common most simple answers a question could have? …

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Making smart trade offs and not negotiating alone | How to negotiate

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Smart trade offs You scratch my back and I’ll scratch yours. I love that. It’s so simple and gets the point across. How does this apply to negotiating a deal? In two ways: Never give anything away …

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How to connect and build rapport with a prospect (Sales Negotiation)

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Everyone has their walls up. It’s a protection thing. When you and the prospect go into that sales meeting neither one of you wants to get burned. You don’t know each other and so don’t really trust …

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7 tips on how to motivate your sales team

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Being a sales manager your focus is going to be on the numbers. Are your sales reps hitting their quotas? How healthy is your sales pipeline? But numbers are not how you get the sale, people are. To …

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You can now sync your RealtimeCRM appointments to your calendar

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The RealtimeCRM Scheduler is an awesome tool for teams. It lets you organise your resources and update your customers in real time when a member of your team is en route to an appointment. Plus your …

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The ultimate negotiation hack? Be quiet

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Give someone enough rope to hang themselves. That’s kind of morbid but as you shall see highly relevant. Long drawn out pauses are awkward, they make people uncomfortable and they get nervous. The …

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9 techniques for customer objection handling (Your sales team will love)

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What is objection handling in sales? Objection handling is simply dealing with any concerns a prospect might have about the product or service you’re selling. These concerns get in the way of you …

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Introducing Sales Forecasting in RealtimeCRM

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With RealtimeCRM you and your sales team can keep track of your Opportunities. Whenever you add a new Opportunity you can see where in your sales pipeline it is and push those opportunities on the …

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Sales email subject lines | 19 examples that work and best practices

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Why do Email Subject Lines matter? In sales, email subject lines matter because the prospect may not open your email and you may not get a response but they’ll see the subject line. Getting in touch …

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Sales Glossary | 65 Sales Terms you need to know

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Whether you’re new to the world of sales or need to refresh your memory on the latest sales jargon - we’ve got you covered. We’ve compiled an exhaustive list of B2B sales …

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B2B Cold Calling video [Free Course]

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Cold calling is one of the most powerful tools a salesperson can use. You get to develop a human connection, build trust and rapport and strip away all the biases like looks and height that get in the …

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The breakup email (How to reconnect with a cold prospect)

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What is a breakup email? Treat them mean, keep them keen. Nice guys finish last. Unless you’ve been living in the woods away from polite society you’ve heard of the above proverbs. They apply as …

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Negotiation skills 101 - say no more often

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The Nuclear Option in sales negotiation What the hell does that mean? The cold war right - Soviet Union vs Uncle Sam. They never directly went to war with each, there was no hot war and the red army …

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Cold calling - Using mini upfront contracts to deal with "I don't have time"

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Being human on your cold call Sales is a conversation. It is not one side monologuing to the other side. It’s not about you! What does that mean, think of a cold call this way some stranger comes and …

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5 cold email templates that your sales team will love

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Why cold emails matter? The average worker spends around 28% of their work week dealing with email. That is a significant amount of time. It’s why email is critical in reaching out to new people and …

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Build a Sales Process in 5 steps

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What is a sales process? A sales process is a set of repeatable steps that a sales person takes to move a potential customer from an early stage unqualified lead to a closed sale. You want to build a …

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We moved to an unlimited vacation policy and the surprising results

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So we moved to becoming a fully remote team, the why and the how of which you can read here. Around the same time we were thinking of moving to an unlimited vacation policy. The spark for this was …

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Collaborate in RealtimeCRM with Team Chat

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RealtimeCRM just got an awesome new feature, Team Chat. This means if you and your team are serious RealtimeCRM users you no longer need to leave your browser tab to talk to each other and get work …

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How to take sales notes and why it's important

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Taking notes on your sales calls and meetings is really important. Taking notes in general is really important. They allow you to crystallize your thoughts into the important points and help you and …

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10 things great sales people do

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1. Great sales people have a great sales process You should have a sales process in place so you can measure and repeat the steps that work, and weed out ones that don’t. If you’re going in without a …

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A beginners guide to cold calling a prospect

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Nerves shouldn’t stop you making that cold call No one really likes getting cold calls but neither do most people enjoy making cold calls. It’s nerve wracking and awkward but it’s still one of …

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Which CRM is best?

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The answer to this question is that there is no one answer to this question. That’s not a cop out but the truth, it depends on your needs and your budget. So in reality in order to answer this …

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Why we need blocks of quiet time to be creative, and why meetings get in the way

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Two of our guys were on their way to meet potential new clients at their offices, this has nothing to do with RealtimeCRM. This is the consulting side of the business which we use to fund the …

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How to write the perfect cold email that won't be deleted

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We get a ton of cold emails in our inbox, most of them we insta-delete because even the subject line is terrible and spammy. Often for the terrible ones we sometimes do open them just to see what the …

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How to prepare for a Sales job interview

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A job interview can be daunting but it’s really about selling yourself. In the case where you’re going for a job in sales it isn’t simply about selling yourself though it’s about how you …

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How to become a better Salesperson

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What makes a great salesperson? Part of being a great salesperson is not simply the product you’re selling, a large part of it is selling you. If you inspire confidence and a positive feeling in a …

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Save templates in RealtimeCRM for later use

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You’ve had the ability to download the information in your records into your own custom made templates for a long time in RealtimeCRM but we’ve decided to make it better. RealtimeCRM now …

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How we went from humans to machine learning to make the impossible into reality in RealtimeCRM

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A few years ago, when RealtimeCRM was getting off its feet we had a lot of big ideas and we experimented a lot. Today, we’re going to give you a behind the scenes look at one of those ideas and …

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How we deal with feedback to convert more customers

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Not all feedback is useful, that seems like a strange place to begin when discussing how to deal with feedback but the underlying purpose of it is to build a better product. Yes, but with the …

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Brand differentiation and how we got it wrong

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Hindsight is 20 / 20. When we first released RealtimeCRM into the world we knew we were entering into a crowded and competitive market, why would anyone want to sign up? From our point of view we …

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How to separate Contact's first and last name in Excel and Google Sheets

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Getting your data in the right format to be able to import into RealtimeCRM need not be a hassle, there are simple tips and tricks that can make the whole process simpler and faster. For example, …

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Does Linkedin Sponsored InMail work? Our experience

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Why we decided to experiment with Linkedin Most of the growth in the user base of RealtimeCRM has come from word of mouth from our customers recommending us and organic traffic to our site. When it …

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How long does it really take to switch CRM systems?

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Often in the course of providing a prospect with details of RealtimeCRM we find that it’s a non-technical issue that gets in the way of fully adopting it. Non-technical issues might be hard to …

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We're a bootstrapping SaaS startup - it's really hard

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What is bootstrapping? Bootstrapping your startup means you don’t have any institutional investors, no flood of VC money. We’ve got to where we are today by pulling ourselves up by our bootstraps, our …

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What is a CRM? (A beginner’s guide)

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What does CRM stand for? Customer relationship management. What is Customer relationship management (CRM)? It’s the central place where you store, organise and manage the relationships with your …

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Not losing focus and accepting projects will take longer than you'd like

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We all want to get things done as soon as possible, preferably yesterday so we don’t have to deal with them today or tomorrow but life rarely works out as we’d like it to. For example, we’ve been …

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We've revamped our importer to make importing easier for you

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We want you to work better, faster and easier. We don’t want you to spend time messing around with spreadsheets just to get the data you need into RealtimeCRM. That’s why we’ve …

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How we became a remote team

startup journey

When we first began we had a small office and as we grew and brought on more people we got a bigger office with a kitchen, meeting room and all the amenities you could want, even a balcony though the …

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The 5 biggest mistakes our startup has made

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If you go through life without having ever made a mistake then you’ve never taken a risk. If you’ve made mistakes but you’ve not learned from them then you’re a fool. At RealtimeCRM we’ve learned a …

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How we grew our conversion rate by redesigning our website

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We are at heart developers not marketers. Our focus has been unflinchingly on the development of RealtimeCRM and the marketing website has been largely on the back burner. When we first built the …

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Importing contacts from Xero made easy

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It isn’t fun having to mess around with spreadsheets, getting your data organised and labelled properly just so you can use it. It’s even worse when you have to do this over and over again …

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What is a sales pipeline? (And why you need one)

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What is a sales pipeline? A sales pipeline is a visual representation of all the stages in your sales process and where each of your potential deals are on this predetermined path. Often times a …

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We can suggest time entries to your Timesheet

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What makes our Timesheet different from others is that we can suggest time entries from our Scheduler to you. So lets say you’ve scheduled an appointment with a client for a Project you’re …

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How to build your first email campaign

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Our drip email campaign is our salesman We’re a SaaS company without a sales team - it’s not as crazy as it sounds. We’ve never felt the need to hire a full blown sales team because we have a great …

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It's useful to know your customer's annual revenue

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Data is king! It can change the course of an election or the future of your business. If you don’t know anything about your customers you won’t know how to best target them. That’s …

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The free software we use to get stuff done

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Thanks to open-source software and shareware you can get a ton of stuff done without burning a hole in your wallet. If it’s a great tool and it works for you and its free then you’re kind …

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RealtimeCRM can help you check if a company has a history of insolvency

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We know you’re in a rush and don’t have time to read 1,000 word articles. So lets cut to the chase, RealtimeCRM can look up any companies you add to it on Companies House. That’s a …

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The small business no-nonsense guide to GDPR

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Why are we writing this GDPR guide? The clock on GDPR enforcement has now run down. Many are understandably frightened and unsure of whether they will be compliant. There is unfortunately a lot of …

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Save 50% of your time on data entry with RealtimeCRM

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Data entry is a lot like being stuck behind a red light, no one wants it and everyone wants to keep moving to get to where they want to be. One shocking statistic we recently read was that 1 out of 5 …

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How job scheduling engineers using RealtimeCRM boosts revenue

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So we recently introduced our new Scheduler feature into RealtimeCRM. It was something we thought would be a useful tool for our users to keep abreast of their appointments and to help manage their …