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Articles by: Jacob Statler

Jacob Statler

How to keep track of sales

How to Keep Track of Sales in a Small Business (& Drive ROI)

August 11, 2021 Jacob Statler 1 Comment

Fact Checked By Thomas Wieberneit Thomas is an internationally renowned analyst and consultant with more than 25 years of proven track record of leadership experience in the CRM and CX industry. In this article, we go over how to track sales, the metrics you should be tracking, and how to use sales data to transform […]

lead scoring best practices

7 Lead Scoring Best Practices To Pre-Qualify Leads Like A Pro

August 5, 2021 Jacob Statler Leave a Comment

This guide will help you implement lead scoring practices, so you can double down on deals with the highest potential! If you take a big-picture view of your sales cycle, you’ll notice certain patterns when it comes to the demographics of your ideal customers and their behaviors.  These observations you make can help you categorize […]

sales playbook

How To Assemble An Effective Sales Playbook

July 29, 2021 Jacob Statler Leave a Comment

In this ultimate guide, you’ll learn how to create a practical sales playbook that’ll be the helpful blueprint to sales organization success.   When you look at sports teams, they have protocols and “plays” they run for specific situations to maximize their chances of success.  When you look at business, it’s no different.  Successful companies have […]

Discovery Call Template

Discovery Call Template: 10 Actionable Steps & Questions You Need to Ask

July 28, 2021 Jacob Statler Leave a Comment

In this article, we’ll be going over a discovery call script, and questions you should ask, to start a sales call. A good doctor wouldn’t prescribe you medication without running a diagnosis and checking you out first. And it’s the same thing for sales. You might have heard of the saying, “I could sell ice […]

Depiction of direct vs indirect marketing

Direct vs Indirect Marketing 101: All You Need to Know

July 21, 2021 Jacob Statler Leave a Comment

In this guide, we’ll be learning about direct and indirect marketing; the advantages, disadvantages, examples, and which you should focus on. When it comes to marketing, there are certainly some methods that trump others, but there’s no one-size-fits-all solution. Every company has its own specific goals and target customers that need a tailored and unique […]

contact management

Contact Management: How To Sort Business Connections (Easy)

July 20, 2021 Jacob Statler Leave a Comment

When selling a product or service to a particular marketplace, you’ll have various people at different stages in your funnel.  Add the element of time into this, and it can be pretty easy to forget certain people you’ve spoken to.  This is where contact management comes in — a way of organizing your contacts (partners, […]

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