TigerLRM Sales Enablement Resources

Tips & Tricks

Upcoming Features

PayPal

TigerLRM’s new integration will allow users to accept payments directly through TigerLRM using PayPal, so they can accomplish the following activities:

Accept Payments from your customers
Payment Status tracking
Merchant onboarding (if you are not on Stripe already)
Automatic activity logging in TigerLRM

Sales Enablement Services: Save Time and Money

Take advantage of TigerLRM’s Sales Enablement services to get your company’s sales enablement up and running faster. Do you want to enhance, modernize, and make your sales processes more efficient? Then you need to implement Sales Enablement. Maybe your company is too strapped for time, or your current staff is at capacity, and like many small to medium-sized companies, you don’t have the resources to operate a full or part-time sales enablement team.

Sales Enablement Guide

Sales enablement is a powerful holistic process that can help your small or medium-sized business to increase sales productivity, enhance customer service, grow employee engagement, and increase revenue. Our Free guide gives a comprehensive overview of the benefits of sales enablement as well as tips and strategies for starting sales enablement in your organization.

How to Maximize Your B2B Sales Funnel in 7
Steps For 2024

How to Master The Consultative Sales Approach in 6 Steps

The modern B2B buyer doesn’t need a salesperson to sell them a solution. In fact, they’re more willing than ever to conduct their research. For most buyers (77%), the first step is to do their research once they’ve identified a need. Less than one quarter (23%) choose to speak to a salesperson first.

How to Maximize Your B2B Sales Funnel in 7 Steps For 2024

In today’s fiercely competitive sales landscape, it’s more important than ever to optimize your B2B sales funnel. A robust sales funnel isn't just a nice-to-have — it's a must-have — especially if you want to increase conversions and make your business more profitable in the face of rising costs.

Boost Your Sales With Our New Calendar Feature

Zoom Integration

Check out our new calendar feature from TigerLRM! Now your team can follow schedules, plan ahead for sales calls and goals, and assign tasks with specific dates.Track your sales activities and appointments: The calendar feature allows you to easily and visually track your sales activities and appointments, so you can always stay organized and on top of your game.

The Future of CRM

Gone are the days of static databases and one-size-fits-all approaches. Instead, a new era is dawning. CRMs are becoming a dynamic and agile ecosystem. They aim to empower organizations to understand better and engage with their customers. 

The Essential Guide to CRM Reporting

CRMs are powerful tools that give businesses a unified storage solution for customer data and a way to track and optimize sales processes. The vast majority of companies with CRMs see an increase in sales KPIs.

Easy To Use CRM For Small Business

There’s nothing worse than solving one problem only to create another. Yet that's exactly what business owners and sales managers do when they trade in their expensive CRMs for a more cost-effective option.

Zoom Integration

Users can seamlessly schedule Zoom meetings directly through TigerLRM. By registering your Zoom account within TigerLRM, you can initiate the integration and utilize your personal Zoom meeting link for scheduling meetings. Test the integration by incorporating your Zoom meeting link into the TigerLRM calendar.

Workforce Optimization: How to Boost Profits and Create a Happier, More Productive Workplace

Experts agree that empowering your employees with workforce optimization can help you achieve long-term success in your business. But how can you empower your employees, and what does that really mean? In this post, we’ll explore the powerful benefits of empowering your employees with sales enablement and how it can transform your teams to create a more productive and profitable company.

Sales Audits: A Comprehensive Guide to
Improving Your Sales Process

Sales Audits: A Comprehensive Guide to Improving Your Sales Process

Even companies with the best sales processes need to understand what’s going on behind the scenes. That’s where sales process audits come in. Sales audits help identify areas where your company is doing everything right and areas where you need improvement. Quantitative and qualitative information is generated, allowing your management team to plan based on data, trends, and evidence.

Sales Enablement Content: The Secret Weapon to Boosting Your Sales and Customer Service

In sales, content is king. Your business can close more deals and increase customer satisfaction by creating and leveraging the right sales enablement content. But what is sales enablement content, and how can it benefit your business? Sales Enablement content refers to any content created by a company to help leads and clients understand how solutions can benefit them. Additionally, this content enables the sales and client service teams to follow every step of the buying journey.

Is a Sales Enablement Strategy right for you and your company?

“Is sales enablement right for you and your company?” Sales Enablement is the process of giving your sales, client services, and marketing teams the tools, training, content, and techniques they need to follow the buyer's journey to close deals faster and give far better customer service. It helps your teams stay up-to-date and well-trained with best practices in your industry.

TigerLRM - Asana Integration

Asana is a robust task management software equipped with essential features such as projects, workspaces, tasks, and sections to facilitate efficient project and task management for various clients and teams.

Yes, You Need Sales Scorecards. Here’s How to Make Them Effective

Do you want to keep your sales reps motivated and on track? Of course, you do. That’s why, when it comes to sales scorecards, the question is how to make them effective, not whether you should have them. A good sales scorecard can motivate your team, keep them accountable,and show your sales managers where they can improve processes. But if you want to maximize the value you get from sales scorecards, then you need to do more than the bare minimum.

Why Drywall Finishers and Carpenters need Sales Enablement with an AI-powered CRM to get a competitive edge.

Even with increased demand for construction services, competition is fierce for drywall finishers and carpenters who are solo operators or run their own businesses. But, home improvement and construction companies who use sales enablement with an AI-powered CRM can operate quicker and more efficiently than their larger competitors, giving them a competitive advantage.

The Power of KPIs: Measuring Success in Business

The Power of KPIs: Measuring Success in Business

The term "KPI" is commonly used in business meetings, but what does it mean? KPI stands for Key Performance Indicator. Your KPI is a way to measure success or failure.You can use your KPI to identify areas of strength and weakness in your company and then use that data to determine the necessary course of action. In this article, we’ll show you why you need KPIs and how to start designing your own.

Master the Art of Closing Deals in 2023

Towards the end of the sales process, there’s often a moment when a deal hangs in the balance. Even if your product is a match made in heaven for the prospective client, it doesn’t take much to stop a deal from happening — a delayed response, focusing on the wrong features, or misunderstanding the client’s use case. Seemingly minor missteps like these can often stop your sales team from closing deals. o top things off, your sales reps can do nothing blatantly wrong and still have a poor closing rate. Getting prospective clients from “interested” to actually signing on that dotted line is a delicate

Using a CRM with Sales Enablement and AI can power your sales for Success in your electrical contracting business.

Electricians are in high demand, but you need more to succeed and thrive in your business. There are nearly 800,000 licensed electricians in the US in 2023, expected to grow by 6% in the next few years.

How a CRM with Sales Enablement and AI Can Boost Your Sales Performance

Integrating your CRM system with Sales Enablement processes will engage your teams and help them reach their full potential. With the ability to follow and respond to every stage of the buyer's journey, you’ll enrich your sales processes, close deals quicker, and become a more productive organization. Take your CRM data, client relationships, lead management, and team motivation to the next level and watch your business increase market share and revenue.

DocuSign to send contracts,
job offers, invoices, purchase orders, and more with TigerLRM

TigerLRM - DocuSign Integration

Good News, now you can use DocuSign to send contracts, job offers, invoices, purchase orders, and more with TigerLRM. Any document that you want signed, filled, or approved can be sent via DocuSign through our LRM application.

Supercharge Your Lead Management with TigerLRM’s Enhanced Lead Scoring!

What's Lead Scoring? In a nutshell, Lead Scoring helps you sort your leads based on specific criteria. And at TigerLRM, you can customize it your way! You define the criteria that matter most to your business. From country or industry to engagement level – you're in control.

AI-Powered CRM Designed for General Contractors

To survive in our competitive marketplace, general contractors must become more efficient, establish effective communication channels with clients and leads, and embrace technology. Technology such as AI-powered CRM (Customer Relationship Management) systems are changing how business is done. Sales enablement is another needed system that must be utilized to make deals happen sooner and improve customer satisfaction. As a general contractor, you should ask yourself

How to Create a More Productive Sales Team

Sales is a funny old profession. Even the most hard-working reps rarely spend most of their time actually selling. In reality, they probably spend less than half of their working day speaking to prospects. That’s not to say that your reps aren’t performing. We bet they are. But it does mean there's significant room to make your team more productive. Whether that’s by giving them the tools to be more effective, or helping them to spend more of their day on the phone, there are several strategies you could implement today.

Boost your Debt Recovery business using a CRM with Sales Enablement and AI

One of the most powerful tools that can help debt collection businesses achieve their goals is a CRM (customer relationship management) system that integrates sales enablement and AI (artificial intelligence) features. We don’t have to tell you how challenging the debt recovery/collection business has become in the past few years. From keeping up with new regulations to equitably speeding up the collection process, it’s not easy.

An Insurance CRM RFP guide for a CRM Software System

Are you constantly trying to improve sales and renewals with your insurance company? Independent and captive insurance agencies face unique challenges with sales and service. TigerLRM’s CRM with Sales Enablement lets you get everything under control, increasing sales and renewals. When you sign up and use our CRM with built-in Sales enablement – designed for smaller sales teams like yours - and truly use the system, you will see results.

How HVAC companies can fully use a CRM with KPIs

In the field or in the office, TigerLRM can get your HVAC company on point. Are you constantly trying to keep up pace with your HVAC company? HVAC businesses face unique challenges with sales and service. TigerLRMs CRM with Sales Enablement lets you get everything under control.

How the CRM Experience Can Grow Your Business

It’s impossible to hide a negative interaction between a business and a customer. Thanks to online forums, reviews, and social media, if you treat your customer poorly, people will know. All it takes is a quick search in Google, and your company’s reputation is there for all the world to view. On the other hand, if you deliver a positive customer experience, you’ll reap the rewards of widespread internet publicity.

How CRM Forecasting Works

No one expects the meteorologist to be right 100% of the time, but people still check the forecast. In weather and in business, it’s better to make an educated guess than charge forward blindly. That’s why sales forecasting, and CRM forecasting in particular, is so important to so many businesses. Companies invest significant time and money to better understand their sales cycle and predict future sales.

3 Types of CRMs You Need to Know About

What’s driving your search for the perfect CRM? Do you want to optimize your sales process or automate your marketing efforts? Maybe you want to increase customer satisfaction. Or maybe you just want a single source of truth for your business that'll increase collaboration between various departments.

Twilio Softphone

TigerLRM’s new Twilio integration includes inbound and outbound calling, as well as call recordings on outbound calls. Twilio’s softphone option gives the user the ability to make and receive calls to landlines, cell phones or inbuilt softphones, from their smartphone or web browser. Users can automatically save the call information directly into the CRM database. You’ll even have the option of recording both inbound and outbound calls.

TigerLRM now has RingCentral Phone Calling integration!

Users can now make phone calls with their own RingCentral phone calling account right in the TigerLRM platform. RingCentral integration includes unlimited calls using your own account, outbound calls, communication & collaboration, instant calls from your RingCentral phone calling number, and the ability to track calling activities on Leads and Accounts. All of these features are available for only $10 per month. To add this feature, just go to the left of your dashboard:

What is a CRM?

A customer Relationship Management system is often called a CRM. It is a software platform to manage customer data, analyze it, and use that information to improve the customer experience and generate new sales. It is a digital version of the old day-planners used many years ago, but this is better because it is shared with the entire staff. A CRM platform keeps the information about your potential clients (leads) and your existing clients organized and accessible to all team members in your organization. It stores data that helps with sales, development, marketing, and more.

TigerLRM now has RingCentral SMS integration

With RingCentral SMS text messaging service, users can send and receive text messages on TigerLRM through their own RingCentral accounts. TigerLRM has an integration fee of $10 a month which includes Unlimited SMS, inbound and outbound messages, and collaboration. With TigerLRM’s new RingCentral SMS integration, users can send and receive

Taking CRM notes on the go has become much easier with Speech to Text for TigerLRM!

Users now have a new option to facilitate writing notes when using the mobile app. When you as a user open a lead or account screen, you can go to the notes section, press a button, and the TigerLRM app will transcribe your speech into text and enter it into your notes. Save time and hassle when taking important notes, and never lose the details.

Create an account using Gmail or LinkedIn

Great news! Users can now sign up and log in to TigerLRM using their LinkedIn or Gmail Accounts. New members logging in to TigerLRM for the first time now can sign up with their LinkedIn or Gmail accounts. Once the user chooses to take one of these options, they will be directed to log in with their own LinkedIn or Gmail Accounts and can create a TigerLRM profile. Next, the system will direct the user to our TigerLRM platform, and they will be automatically logged in with their new account, using the information from their LinkedIn or Gmail.

CRM Mobile App

TigerLRM went mobile! Meeting clients, networking events, and constantly being on the go makes it challenging to focus on your sales. For this reason, our TigerLRM Mobile App is a must! Now you can download the app and start hunting and closing deals from your phone or any mobile device. The TigerLRM mobile app is available for both iOS and Android users and can be downloaded in both the Google Play and App Store.

How to Overcome Sales Objections in 2023

Are you feeling overwhelmed with sales objections in 2023? With a recession in sight or already here, signing the deal has become more difficult. But there are ways to convert buyers that connect with today's "pain points" and close more sales.

Sales Enablement Manager For Your Small Business

Almost every large business uses Sales Enablement to increase their closings, obtain higher client retention and satisfaction levels, and increase their bottom line. Small and medium-sized businesses are increasingly adding Sales Enablement methodologies to achieve parity with larger competitors.

Great News! - Users are now able to connect to TigerLRM with WhatsApp.

As part of the first stage of our WhatsApp integration, users can contact our TigerLRM team members via text message on their WhatsApp, chat with us, and get help right away directly on WhatsApp.

Sales Enablement Team Member Option

As the main administrator, you can now assign users with " Admin " or "Enablement Team" (ET) access. Admin and ET are two different user types. Their roles are different because of the unique responsibilities involved. The main administrator will always have a higher authority. An "admin" user is an administrator for your account and has some accesses that the ET user doesn't have. The admin user usually works with user management on adding, editing, removing users, etc.

How to Send SMS Messages in TigerLRM

Messaging is the way business is done now. If it isn’t SMS it’s Whatsapp. If you’re ready to start sending SMS in TigerLRM watch this video on how to do it. But first, you need to sign up for it if you haven’t already CLICK HERE to learn how to get SMS in your account. Then watch this video on how to use it. Of course, if you have any questions you can contact your CST member through email, TigerDen and now, speaking of Whatsapp, that too!

Search Records

TigerLRM offers an easy way to search and filter through all of your records by using the search bar located at the top navigation of the TigerLRM website. Use this bar to search all of your leads, contacts, accounts, and opportunities with just one click...

Welcome to the TigerLRM online community platform and discussion website.

The TigerDen forum is your online community where users can discuss the platform, ask the group questions, answer inquiries and dig into any topic related to our platform, sales, sales enablement, and more! Submit your content, questions, photos, links, etc...

Why Choose TigerLRM

In this economy you can’t afford to waste time or money. Every move has to be strategic and effective. At TigerLRM we believe that every company should be using Sales Enablement to make their sales team more effective. But not in the traditional role. Sales Enablement is usually a narrow set of tasks that are primarily focused on training and onboarding of new sales staff. They are then handed off to the Sales Manager who

Choosing the Right CRM for Your Business

The CRM you choose will become the backbone of your organization, but with an ever-growing list of CRM providers and platforms, how do you choose the right one for your business? Apart...

30 Game-Changing Sales Discovery Questions Your Sales Reps Should Ask

Wondering how some salespeople consistently hit and exceed their goals? It's because they ask discovery questions...

Meet Our Manager of Customer Success for TigerLRM, Mayte Vera

TigerLRM is a free next generation Sales Enablement platform. It’s a CRM plus a lot more, all in one place. Its modules include any and all tools that a salesperson will need in one place and at their fingertips. Some of these modules include an AI driven full-featured CRM, Sales Playbook, Learning Management system and much more...

The Service Side of Sales Enablement

Sales Enablement tools are often thought of as a one-stop solution for sales teams struggling to improve their numbers, but in some cases it’s not that simple. What they don’t mention as often are the sales enablement services that are running around in the background...

Step-by-Step Guide for New Users

Welcome to the next-generation of sales enablement! If you are reading this it most likely means you’ve chosen a powerful, end-to-end CRM and Sales Enablement platform to help propel your sales team to new heights. We understand that there are many...

Why You Need a Sales Playbook

A sales playbook is a comprehensive guide for your sales team that contains everything one needs to know to succeed at your company. It is an easily accessible, living document with categorized and searchable information that eliminates bottlenecks...

Why You Need to Onboard Now!

If you’ve come to TigerLRM, there’s only one reason you are here – to change. You’ve likely looked at some other CRM platforms and discussed Customer Relationship Management software with your staff and circle of influence.

Nationwide business experiences 50% increase in efficiency.

Nationwide Business Experiences 50% Increase in Efficiency.

Metropolitan Ink & Toner experiences a 50% increase in efficiency with CRM and Sales Enablement automation. Metropolitan Ink & Toner, a medium-sized office supply company, sought to modernize their order-taking and lead processes to remain competitive. Metropolitan Ink and Toner used paper leads, orders, and notes to track customer orders and interactions. While that process worked for the first few years of the business and provided ample growth, the system became inefficient and time-consuming as the company grew.

Unlock Growth in 2024 with Sales Pipeline
Automation!

ADPPA 2024: Transforming Email Marketing Laws

The American Data and Privacy Protection Act (ADPPA) will change how you market to your leads and how your leads respond to your marketing efforts. On the surface, it’s a good law designed to ensure deep-seated data privacy rights for all Americans. However, it significantly burdens complying with data collection and usage restrictions. While large corporations can handle that burden, small and medium-sized companies may disproportionately feel the weight of those new regulations.

Unlock Growth in 2024 with Sales Pipeline Automation!

2024 promises many things, including more AI, changes in the business marketplace, and ever-increasing competition. What does that mean for your small to medium-sized business? You need every advantage you can get.

The Art of Sales Negotiation: Transform Every "No" into a Resounding "Yes" with These Winning Strategies

In many of our blog posts, we discuss sales enablement and its potential to help your sales team increase its closing ratio. But there are specific skills that a salesperson must acquire on their own, including negotiation. A confident negotiator can turn a "no" into a "yes" by learning and then mastering the art of negotiation. We’ll show you how in this post.

The Sales Process Roadmap: The Ultimate Guide
to Transforming Your Sales Strategy

The Sales Process Roadmap: The Ultimate Guide to Transforming Your Sales Strategy

Closing sales is harder than ever. Highly educated consumers are the norm, competition is global, and budgets are tighter. There is no room for error. In this environment, you need a sales process roadmap.A sales process roadmap serves as a guide and strategic plan that outlines the steps your company must take to turn leads into prospects and prospects into long-term clients. Your SPR (Sales Process Roadmap), can provide a structured approach to engage with your leads, qualify them into prospects, then convert those prospects.

Sales Battlecards The Secret to Close More Deals

In sales, every advantage matters, and battlecards can give you that advantage. Also called one-pagers, sales battlecards are single-page documents that provide your sales and client service teams the information they need to win deals that would otherwise go to your competitors. This post will show you what they are and how to create your own battlecards.

15 Sales Discovery Questions Your Reps Should Ask

Discovery isn’t just the first part of the sales process. It’s often the most critical part of the sales cycle. Here, sales reps uncover information they can use to improve and personalize the buyer journey. It’s also the time when they can qualify leads, separate the wheat from the chaff, and ensure they focus their time and energy on the prospects most likely to convert.

The Psychology Behind Sales Objections and How to Navigate Them

Sales objections — are often the bane of many a salesperson's existence. Yet, these objections can become intricate puzzles underlined by psychological factors. Delving deeper into the sales strategies, one realizes that understanding and addressing these objections is about unraveling the human psyche.

Sales Automation In CRM Software: A Complete Guide

Anybody who's spent time in the sales and marketing field understands the frustration encountered when leads get lost in the shuffle. Even the most diligent sales teams often miss following up on crucial leads due to sales staff being under the gun and lacking strategic support. This is where sales automation software comes into its own.

Top 4 Sales Models & How to Pick the Right One For Your Business

Without the foundation, your house wouldn’t be able to stand, as something crucial is missing. The same is true for sales. Your sales model is the foundation on which your sales strategy is built. It’s the solid base that holds everything together.

Grow Your Software Sales with Sales Enablement

Selling software can be a challenging task. Training salespeople who may not fully understand the technology behind the software requires significant effort. However, the bigger challenge is for those same teams to explain the software's technical aspects to decision-makers discussing meaningful solutions rather than features. Using sales enablement can help your team overcome these challenges in your sales process.

How to Close More Deals With the 7 Sales Pipeline Stages

Long-term contracts and business-to-business sales are a complex process, often involving many stakeholders. Sales teams often need to build influence and gain ‌consensus over a long period of time.To boost sales and revenue, businesses have operationalized the sales process, allowing them to better understand each point of contact with the customer. Since each business has a unique sales cycle, they also need to customize the stages to their industry and customer base.

Essential Sales Skills for Sales Teams

Skilled sales teams play a pivotal role in today's dynamic business landscape. They hold the key to success, closing deals and standing out in a competitive marketplace. So, what sets successful sales teams apart? Essential sales skills are the foundation of their victories.

Customer Relationship Management Strategies: 6 Steps to Master a CRM

In this article, we’ll share some tips with you on how to get started that'll set you up for success so you can reach your goals. You’ll learn six simple steps you can take with your CRM to optimize your sales operations, improve performance, and get more time back in the day.

What Is Lead Scoring?

As a salesperson, you need to treat every lead equally, without bias. Still, we can see that as a lead progresses through the pipeline, not all leads are the same. Some leads are more likely to close, and others are less likely. Lead scoring can help identify higher-quality leads. By focusing on these leads, sales teams can use their time and resources more effectively and achieve better results.

Send & Receive Texts Via WhatsApp SMS Integration

Great News! WhatsApp SMS Integration now allows users to send and receive WhatsApp text messages through TigerLRM. The second stage of our WhatsApp integration is here! Users can send and receive end-to-end encrypted texts via WhatsApp directly on TigerLRM.

What is a Sales Pipeline and Why You Need One

Many sales teams and their managers are familiar with the concept of a "sales pipeline." They understand that it is more than just a buzzword that gets tossed around at meetings. But what exactly is a sales pipeline, why is it important for your business, and how has it evolved in recent years with the widespread use of AI and CRMs?

The Future of Customer Relationship Management: AI Takes the Lead

Imagine a world where your business can effortlessly anticipate customer needs, provide seamless interactions, and leave all your clients feeling truly valued as a customer. Such a utopian vision may seem far-fetched, but with the rapid advancements in artificial intelligence (AI), this dream is becoming a tangible reality. The realm of customer relationship management (CRM) is currently experiencing a metamorphosis of unprecedented proportions. As technology evolves at an exponential rate, AI has emerged as the driving force behind a revolutionary era of personalized customer experiences.

The Sales Cycle Demystified: 7 Stages to Close More Deals

The Sales Cycle Demystified: 7 Stages to Close More Deals

Imagine yourself cruising through deals, surpassing your monthly sales quota with ease. The road ahead seems smooth and obstacle-free, until the harsh reality hits you‌ — ‌you have no clue what the next quarter or even the next month has in store for you. In the fast-paced world of sales, consistency is the holy grail, but without a tried and tested roadmap - or sales cycle-you're essentially driving blindfolded. While most sales and marketing teams are familiar with the concept of the sales cycle, truly mastering it is an entirely different challenge.

How to Close More Deals with SPIN Selling

As a sales team, closing deals is vital to success. It’s as simple as that. But in today's fast-paced business landscape, sales success requires a customer-focused approach that addresses their unique needs and challenges. That's where SPIN selling comes in. SPIN selling is a concept incorporated into TigerLRM’s entire philosophy for successful selling. Our CRM can enable your sales team to use optimal SPIN selling techniques.

TigerLRM – User Tracking

TigerLRM’s new user tracking feature allows your company to keep track of your reps and service team members when they are out in the field and working. This is a great way to understand how quickly your team responds to work orders and how efficiently they are working. Scheduling becomes easier when user tracking lets you know where team members are, and office staff can let clients know when they will receive service.

Free Templates for Sales and Sales Enablement Industries

We are thrilled to announce a game-changing development that is set to revolutionize the way you approach sales and sales enablement. Today, we are proud to introduce our brand-new initiative: Free Templates for the Sales and Sales Enablement Industries. In the fast-paced world of sales, time is of the essence, and efficiency is key. We understand that crafting compelling sales materials and enabling your sales team can be time-consuming and challenging. To alleviate these struggles and help you achieve greater success

What Is Sales Enablement

Sales enablement is a holistic approach to increasing the performance and productivity of sales teams. It provides sales teams with the knowledge, tools, and resources they need to engage and close leads, prospects, and clients...

Great News! – TigerLRM Now Includes Quickbooks Integration!

Our new Quickbooks integration is here to facilitate accounting and bookkeeping. To add Quickbooks to your TigerLRM just go the left side bar on app.tigerlrm.com, click on the Administrator tab where you will find “Add ons” and click “Activate” next to Quickbooks.

Everything You Need to Know About CRM Technologies

Keeping track of current and prospective customer data in a spreadsheet is fine when you have a dozen or so clients. But when your business is rapidly growing, and those dozen customers turn into hundreds or even thousands of users, then it’s time to start integrating CRM technologies into your sales and customer success workflows. CRM technologies can automate large parts of the customer lifecycle, help your teams better communicate with current and potential customers, and improve their processes.

TigerAI - The ChatGPT AI Assistant For Your CRM

You may have already been exploring ChatGPT and have seen how much more productive your team can be when using it. Recently TigerLRM introduced “TigerAI” into our CRM and website. TigerAI is an AI chatbot system integrating ChatGPT type search and chats into your CRM. It is now available to our clients for their CRM system.

What is “No Lead Left Behind?”

When you read our blogs or other content on our site, you'll see something very important repeated many times. Our slogan of "No Lead Left Behind." No Lead Left Behind is one of the most fundamental sales enablement strategies in any organization.

How to Create an ICP Your Sales Team Will Actually Use

How to Create an ICP Your Sales Team Will Actually Use

Frustrated by poor targeting slowing down your sales process? Fed up with reps wasting time on leads who will never convert? An Ideal Customer Profile (ICP) could be the solution you’re looking for. Done right, these profiles help sales reps focus their efforts, stop them from wasting time, and help them close more deals.

ChatGPT AI Assistant Comes to TigerLRM

Great news! Users can now get answers right away by using our TigerAI (Artificial Intelligence) Assistant. You can find our TigerAI Assistant at the left sidebar of your dashboard, inside our TigerLRM platform. Click on the icon and type in any questions you have for TigerLRM to get a quick automatic answer. This is a brand-new AI which is integrated with ChatGPT.

Introducing Card Capture – The easy way to enter in new leads!

With Card Capture, there is no need to enter all their details manually. Card Capture can do it for you. The Card Capture feature allows you to scan any business card with your phone or tablet and capture the data to automatically create a lead inside TigerLRM. As soon as you get a new business card, you can capture their data immediately - no more piles of cards to go through.

Leveraging Copy Merge Fields for Success

I see you’ve been using auto follow-ups (AFUs) and mass emails to make moves and ensure that you’re following up with your prospects. It’s working so far and it looks like your able to reach more people than you were before by typing each email individually, over and over.

How to hire salespeople with a unique recruiting process

It’s been a difficult past few years for everyone in sales, and that will continue to be the case. As part of the “new normal,” far more employees, including salespeople, work from home, and zoom meetings are, and probably will continue to be, a regular occurrence. Regardless, it’s always been challenging to find qualified salespeople. The good news is that skilled talent is still out there. Many companies recognize the value of good employees, and make it in their best interests to stay.

$Blog Thumbnail$ Tips and Tricks

8 Ways CRM For Small Business Helps Improve the Customer Journey

Customer experience is one of the most important aspects of any business. Companies must ensure their customers' needs are met to build loyalty and trust in their brand.

Playbook: You Do The Math...

Yanno, the little thing that contains all the strategies and processes for your team…where’s yours?! At TigerLRM we understand that every organization needs a centralized place where they can find key information that helps them do what they do best. Hunt & Close! When we put on our lab coats and did a little research? We found that so many organizations have strategies and processes which they share with their teams during meetings, in clunky emails and tree-murdering print outs.

Creating Auto Follow Ups in TigerLRM

So what exactly are “Auto Follow Ups” (AFU’s)?? Auto Follow-Ups allow you to pre-schedule a series of emails and text messages to go out to a lead or contact in the LRM. Have you ever had so many follow ups to do that you started looking into human cloning? Well, this is a much more cost effective and less complex option.

4 Things You're Probably Doing Wrong Causing CRM Failure

The number one reason why your CRM fails is because of you. Because your team, and more often than not, your manager, is not using it daily, and yes, we mean every day. In order for your CRM to give you the results you want, It has to be in use all the time, and this policy must be enforced. When sales reps, management, or anyone else in the company chooses not to use the CRM, valuable data is lost or becomes outdated, and the CRM fails. Management must lead the team and use the system.

TigerLRM now has a Referral Program.

As we start the new year, we are starting it off right. To help each other grow this year we have launched a referral program that gets you 1200 SMS messages added to your account and your friends also gets 1200 SMS messages added to their account. Of course, you must have a phone line and the SMS add-on enabled to take advantage of this. Also, the friend you refer is also going to have to activate a phone line and set up SMS messaging but, if you both do that you both get 1200 SMS messaged FREE!

Software With a Service

At TigerLRM, we are more than just SaaS. We are Software With a Service. We are the only CRM designed around sales enablement, built in from day one. And our CRM is free for up to 10 users. We can offer you expert help from our experienced sales enablement team to guide your business to become more effective and close more deals...

Ever wonder how to unify your team and help them understand all your company’s tools and best practices?

Our playbook at TigerLRM allows you to structure your business by incorporating sales tips, best practices, and helpful materials right at your fingertips. Your team won’t waste any time trying to find information, including new and existing policies, company and product updates, collateral for sales teams and clients, and more. A centralized location to hold essential information and insights for your teams will significantly assist them to do what they do best: Hunt and close!

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