The World’s First Mobile-Only CRM Is Now Available

This week on Funnel Frontier: E-signatures, AI follow-ups, and digital business cards. Sales pros, it's time to embrace a new era! Plus— since your CRM is only as good as the data you feed it, here are a few savvy moves to avoid the bad data black hole.

This week:

• The world’s first mobile-only CRM is now available
• Here’s why your CRM data matters more than you think!
• 6 CRM red flags that are ruining your sales growth
• 12 apps that will help you get your goals (and life!) together
• The secret to smarter task prioritization in customer service

Stat of the Week

97% of businesses that use a CRM system met or exceeded their sales goals in the past year. (Freshworks)

The world’s first mobile-only CRM is now available

Sales pros, it’s time to embrace a new era! Say hello to Linq One, the world’s first CRM designed exclusively for your smartphone. 

Linq is shaking things up by merging its previous offerings into one all-in-one mobile platform, making it a breeze to manage leads and close deals on the fly.

CEO Elliott Potter says it best: “By the end of the decade, today’s professionals won’t need laptops. Linq One is built for that reality, letting salespeople stay on top of their game from anywhere.”

This mobile marvel features digital business cards for seamless connections, integrated voice, email, and SMS for effortless communication, plus AI-assisted follow-ups to ensure no opportunity slips through the cracks. 

Closing deals has never been easier with built-in e-signature capabilities that let you seal the deal wherever you are.

Want the full rundown? Get all the juicy details on the official website.

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Here’s why your CRM data matters more than you think!

Let’s face it: in the wild world of sales, your CRM is only as good as the data you feed it. Think of it like a salad—if you toss in wilted greens and stale croutons, you’re not going to get a five-star dish. 

In fact, garbage in, garbage out rings especially true here. Bad data—missing emails, duplicate records, or just plain old confusion—can turn your CRM into a fancy paperweight, leaving your sales team flying blind.

But fear not! You can avoid the bad data black hole with a few savvy moves.

Establish solid data entry standards, limit who can edit records (no more accidental deletions, please), and make data audits a regular thing. Appointing data stewards can also help keep things tidy.

With clean, actionable data, you can harness the power of AI for predictive insights and meaningful customer relationships. So, invest in your data governance and watch your sales soar. 

After all, a well-fed CRM is a happy CRM, and happy CRMs lead to happy sales!

Stellar Strategies: Tips & Tricks for Sales, Marketing & Service

6 CRM red flags that are ruining your sales growth

Businesses evolve, and so do their CRM needs—don’t get stuck with outdated tools. 

Here are key signs that indicate it’s time to make the switch to a more efficient system that better suits your requirements.

1. Gaps between CRM and processes: If your CRM can’t keep up with your growth, it’s holding you back.

2. Data limitations: You need data-rich insights for better decisions.

3. Siloed systems: Lack of integration across departments signals inefficiency.

4. Poor reporting & forecasting: Blind spots in customer journeys hurt growth.

5. Lack of automation: Manual processes slow down operations.

6. Limited flexibility & support: Your CRM should adapt and grow with you.

Make sure to regularly evaluate your current CRM and consider making the switch to a new platform as soon as you notice any of the signs above. More info here.

12 apps that will help you get your goals (and life!) together

Ready to stop procrastinating and start crushing your goals? Whether you’re climbing a mountain or just trying to drink more water, there’s an app that’ll whip you into shape:

• Fit for your focus: Pick an app that’s all about you—whether it’s habit-building, work productivity, or keeping a team in check.

• Tools that do more: Look for apps with slick features like visual trackers, deadlines, and reminders—because crossing off goals feels real good.

• Ease of use = more use: The more intuitive it is, the less you’ll avoid it.

• Stay on track: The right app keeps you accountable and coming back for more wins.

Check out the best goal-tracking apps & find your new productivity buddy!

The secret to smarter task prioritization in customer service

Working in customer service? Feeling overwhelmed by the flood of tasks? You can turn chaos into order by effectively prioritizing tasks.

Here are six strategies to ensure maximum efficiency:

1. Assess urgency vs. importance: Use the Eisenhower Matrix to classify tasks by urgency and importance. Urgent and important tasks should always come first.

2. Understand customer value: Prioritize issues that affect your most valuable customers or that have the greatest overall impact.

3. Batch similar tasks together: Grouping tasks like responding to emails or handling follow-up calls minimizes interruptions and boosts productivity.

4. Set time limits for low-impact tasks: Limit the time you spend on less impactful tasks—like clearing low-priority emails.

5. Leverage technology: Automate repetitive tasks with CRM tools and other technologies, so you can focus on more complex tasks.

6. Review and adjust regularly: Regularly reassess your priorities and adjust as new challenges arise.

By mastering task prioritization, you’ll not only improve response times and reduce errors but also enhance customer loyalty. Read more here.

Galactic Gourmet

CRM blips from around the web

Salesforce Foundations Welcomes Genesys, Talkdesk, and Webex as Launch Partners. This new partnership aims to equip nonprofits with advanced tools for seamless customer interactions.

Google Launches Customer Engagement Suite with AI. This suite aims to enhance personalization and streamline communication, helping businesses engage more effectively with their customers.

Meta Introduces AI Voice Chatbots with Celebrity Personalities. Meta’s AI chatbots now mimic celebrity voices, including Judi Dench and John Cena, bringing a new level of personalization to digital communication.

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