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Resolutions come once a year, goals can be scored everyday

Resolutions come once a year, goals can be scored everyday

The old saying goes, if you don’t have a goal the first goal should be to set a goal… because to set goals and targets you first need to think about what you are wanting to achieve. If you know where you are going and what direction you need to take, it’s a whole lot easier to reach your destination.There has never been a better time for optimism than now, because as another old saying goes, today really is the first day of the rest of your life.

Whenever a New Year approaches many of us make a new years resolution. It’s some what of a tradition… a new year brings with it the opportunity for something new, something better. It’s an opportunity to put the past behind us, not because we necessarily want to forget the past, rather to learn from the past, embrace the now and to look forward with hope and anticipation that things will be even better in the future. While a new year might cause us to contemplate our future, we really should be addressing this process throughout the year.

In today’s world many cultures have endured some years of austerity, now it’s time to think about making things better, at least in our ‘own world’. If we are to take the best advantage of the opportunities that life will bring, it only makes sense to plan our direction by setting goals. In business it is no different. The formula for growing a business all starts with setting a goal or a purpose of what we want to achieve.

  1. Purpose (it all starts with a goal)
  2. USPs
  3. Branding
  4. Marketing
  5. Finances
  6. Sales Strategy
  7. Processes (only with the right processes in place can a business be successful in the long term)
  8. Achievement of our Goals

Using a CRM to record your goals is really helpful. Create a ‘case’ for each goal. Then add the things that you have to get done to achieve your goal as tasks. Set dates for each of the tasks, then it is simple to monitor your progress as each of the tasks are completed. Remember to set personal and lifestyle goals as well as business goals. Include goals that will help you to grow and develop as a person. This might be as simple as allocating time to think and reflect, or to include time to develop and learn a new skill. Life is not just about ourselves, think about including goals that will impact those around us, our family, our community, our colleagues. By setting goals to encourage and appreciate those around us we might find ourselves impacted more than we realise. Make sure that the goals are large enough to stretch, grow and expand our minds and situations. At the same time only include goals that are reasonable, realistic and attainable. As we mark off the tasks as they are completed think about some reward that you can allow yourself. Setting our tasks and goals as ‘achieved’ will also help us to develop a healthy and increased self esteem.

We are all travelling down this road called life, a part of grappling with this adventure is having a hope for the future. A hope for the future can make a real difference to our attitude, which determines how we respond to the circumstances and experiences that come our way. Learning from the past, living in the now and setting goals and planning for the future, leads us ultimately to attaining a sense of fulfilment and satisfaction that comes with the achievement of our purpose.

Written by Bryce Anderson, read more about the author on Google+

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CONTACTS

This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.

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TASKS

Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.

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GROUPS

Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.

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DOCUMENTS

Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.

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E-MAIL MARKETING

At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.

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EVENT REGISTRATIONS

Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.

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ADMIN

Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.

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REPORTS

Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.

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OPPORTUNITIES

A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.

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CASES / PROJECTS

A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall

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