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Infographics by Ledgeview Partners

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Ledgeview Partners Infographics

5 Expert Tips to Get Your Users Excited About CRM (Again)

Has user adoption gone stale within your organization? Don’t be discouraged! You’re not the first (or last) organization to have this happen.

Reinvigorate CRM excitement in your Users.

We guide you through the process with the expert tips in this infographic.

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Get more expert tips on getting your Users excited about CRM again with Ledgeview’s eBook: “10 Expert CRM Tips to Get Your Users Excited About CRM (Again).”

Download it here.

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LVP Infographic

5 Tips for Gaining User Adoption After Rollout Day and Beyond

Working to gain user adoption should last as long as your CRM project does, and, as we often say at Ledgeview, once you implement CRM, CRM is forever!

Gain user adoption days, weeks, months, and even years after rollout with the helpful tips in this infographic.

Get the expert insight you need to thrive with this Ledgeview Partners infographic.

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For more tips on gaining user adoption after rollout, read Ledgeview’s new eBook: “10 Expert CRM Tips on Gaining User Adoption After Rollout and Beyond.”

Download it here.

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LVP Infographic

5 Tips on Gaining User Adoption During Rollout

Make your CRM Go-Live a celebration! After all the work you’ve done with your implementation phase, you deserve to rock your CRM Rollout Day.

This infographic walks you through some of the steps to get your team on board.

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Get more tips for gaining user adoption during rollout when you read Ledgeview’s eBook, “10 Expert CRM Tips on Gaining User Adoption During Rollout.”

Download it here.

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Ledgeview Partners Infographic

5 CRM Woes and Misconceptions You Need to Address Now

Debunk these CRM misconceptions to gain user adoption. Prevent disengagement from the start of your CRM project.

These expert tips will walk you through common CRM myths and how to address them among Users.

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Get more tips on addressing CRM woes and misconceptions. Download Ledgeview’s new eBook: “10 CRM Misconceptions on Gaining User Adoption.”

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Ledgeview Partners

5 Quick CRM Tips on Achieving High User Adoption from the Start

Gaining user adoption isn’t always one of the easiest things to do when it comes to implementing a CRM system in your organization. We get it!

These tips will help make things a lot easier when it comes to achieving user adoption from the start.

Click here to enlarge and download the infographic.

Get more tips on gaining user adoption from the start when you read Ledgeview’s eBook, “10 Expert CRM Tips on Achieving High User Adoption from the Start.”

Download it here.

Download Now

LVP infographic

5 Ways to Keep Up the Momentum After Your CRM Implementation

How do you keep up the momentum after your CRM system has gone live?

Ledgeview Partners walks you through top tips with this infographic to keep you and your CRM Users driving the same path to CRM success.

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

 

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Ledgeview Partners Infographic

4 Benefits to Having a Well-Defined CRM Playbook During Your Implementation

Your CRM project “game plan” means a lot for your CRM project’s overall success!

Is yours well-defined? This infographic will help you review your plan or create one to drive success.

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

Download Now

Ledgeview Partners Infographic

5 Data Questions You Need to Ask During Your CRM Implementation

When it comes to your CRM implementation, you must question your data organization and cleanliness thoroughly to ensure a smooth transition.

From data migration to integration to integrity, this infographic will help walk you through top considerations.

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

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Ledgeview Partners Infographic

5 Things Every CRM Implementation Plan Needs

Do you have everything it takes to create a successful CRM project?

Use this infographic as your CRM implementation checklist!

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

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Ledgeview Partners Infographic

5 CRM Implementation Project Team Mistakes to Avoid

These mistakes are fairly common, but oh-so-easy to avoid!

Set your CRM project and team up for success when you follow the tips shared in this infographic.

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

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6 Roles to Assign for Your CRM Project

Building a CRM project team can seem like a daunting task, but Ledgeview hopes to make it all the easier for you with this easy-to-absorb infographic!

Make sure all of your departments are represented and leadership is involved where they need to be.

Get the details.

Click here to enlarge and download this infographic.

To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

Download Now

Ledgeview Partners Infographic

4 Considerations for Selecting the Right CRM Partner

Selecting the right CRM partner is crucial to your success with CRM implementation as an organization!

With this infographic, Ledgeview walks you through 4 top considerations for selecting the right CRM partner. You’ll be spending a lot of time with this partner, and you want to be sure they’re a good match for your goals, culture, and more.

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To learn more about what makes a successful CRM implementation, read Ledgeview’s new eBook: “10 Steps to a Successful CRM Implementation.”

Download it here.

Download Now

 

6 Goals and Metrics to Track with Customer Service

Are you tracking the most important goals and metrics with Customer Service? This easy-to-absorb infographic walks you through those you need to pay the most attention to.

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For more expert insight on the Best Practices to Improve Customer Service, read Ledgeview’s latest eBook.

Download it here.

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7 Steps to Customer Service Issue Resolution

When it comes to issue resolution, there are key expressions Customer Service Reps should use to assure the customer they’re being given the attention and care they need.

This Ledgeview Partners infographic will walk you through everything you need to know when it comes to issue resolution.

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For more expert insight on the Best Practices to Improve Customer Service, read Ledgeview’s latest eBook.

Download it here.

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4 Areas of Ongoing Training for Customer Service Reps

How do Customer Service team members improve? Through ongoing training! Continuous education is essential when it comes to molding an excellent Customer Service team.

Training on key initiatives, participating in “mock” scenarios, and more, put them on the path to excellence.

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For more Customer Service Best Practices, Top Tips, and Expert Insight read Ledgeview’s new eBook: “10 Best Practices to Improve Customer Service.”

Get it here.

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Ledgeview Partners Customer Service eBook

5 Steps to Create a Winning Customer Service Team

Where would we be as organizations without our customers, right? This Ledgeview Partners infographic will walk you through five quick steps to creating a winning customer service team.

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If you like this infographic, check out Ledgeview’s new eBook: “10 Best Practices to Improve Your Customer Service Team,” that provides a detailed overview of how to improve your Customer Service team, strategy, goals, and more.

Get the eBook here.

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Customer Service eBook Ledgeview Partners

5 Tips for When Your Salesforce User Adoption Has Gone Stale

As CRM Users, Admins, Sponsors, or Power Users, we know that CRM User Adoption can be one of the biggest hurdles to overcome. When it comes to Salesforce, there may be some more specific obstacles.

This infographic will give you the overview you need to get started with achieving Salesforce User Adoption Success.

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For more details, download Ledgeview’s latest ebook, “Achieving User Adoption Success with Salesforce: A Guide for Salesforce Admins on 4 Common Hurdles + Solutions.”

Get it here.

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5 Salesforce User Adoption Quick Wins to Focus on Now

These Salesforce User Adoption Quick Wins will put you on the path to achieving Salesforce User Adoption Success.

Get your Users excited from the start (or again). Whether you’re a few weeks, months, or years into Salesforce, there’s never a bad time to reinvigorate, learn more, or change your Salesforce perspective to mold to new organizational goals.

Whether for individuals or teams, these quick tips are ones you can absorb and take action on in a hurry.

Click the infographic (right) to enlarge and download it.

Get more Quick Wins from Ledgeview’s new eBook, “Achieving User Adoption Success with Salesforce: A Guide for Salesforce Admins On 4 Common Hurdles + Solutions.”

Download it here.

Download Now

Salesforce User Adoption Quick Wins

Background vs. Real-time Workflows in Microsoft Dynamics 365/CRM

In need of a quick list of the differences between Background and Real-time Workflows in Microsoft Dynamics 365/CRM?

Many Users find they are unsure exactly what these mean, but Ledgeview Partners dives deep into Workflows to give you all the details you need to succeed with them!

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For more information, watch Ledgeview’s February 2018 User-Group Webinar: “Workflows.”

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Ledgeview Partners Microsoft Dynamics 365/CRM

The Importance of Building Lead Relationships

What is the true value of building lead relationships? In truth, there are many positives, including establishing thought leadership, building trusting, understanding your leads’ wants and needs, plus understanding their research patterns and triggers.

In today’s content-savvy, digital world, odds are your leads many know more about you than you know about them; but, when you establish a proper lead management program, the marketing team will be able to build stronger relationships to pass along to the sales team.

This Ledgeview Partners infographic will give you detailed tips to succeed in Building Lead Relationships.

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For more information on Lead Generation, download Ledgeview’s new eBook: “From Lead to Opportunity: Defining Your Process.”

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Ledgeview Partners Infographic

4 Reasons to Move to the Cloud

Are you considering moving to the Cloud, but are unsure what implications the move could have on your company?

This Ledgeview Partners infographic will help you to determine whether or not moving to the Cloud is the right choice to suit your business’ and team’s needs.

Click the image (right) to enlarge and download it. 

Get more Considerations When Moving to the Cloud.

Watch Ledgeview’s On-Demand Webinar.

Watch Webinar

 

 

Ledgeview Partners Infographic

6 Tips for Increasing and Managing Leads

Your sales and marketing teams need to work together to increase and manage leads!

Most Admins, Managers, Power Users, and Execs can attest that sales and marketing alignment is a common business challenge, though, many can also affirm that misalignment comes at a huge cost.

This Ledgeview Partners infographic will encourage you to get your sales and marketing teams on the same page, starting with increasing and managing leads through a series of six quick tips.

Click the image (right) to enlarge and download.

Learn more about Increasing and Managing Leads.

Watch Ledgeview’s On-Demand Webinar: “6 Tips for Increasing and Managing Leads.”

Watch Webinar

Ledgeview Partners Infographic

5 Ways to Segment Your Lead Database

Personalized marketing has become the status quo for marketers across industries and businesses.

Customers today expect personalized experiences because they have different problems and needs they are looking for you to offer in your solutions.

At Ledgeview, we offer our customers individualized solutions in Marketing, Sales, Customer Service, and CRM.

Your potential is limitless, especially when you have the knowledge, passion, insight, and resources to drive your goals forward!

In order to deliver your customers an individualized experience, you need to segment your potential customers into lists so you can tailor your messages to meet the demands of personalized marketing.

This Ledgeview Partners infographic gives you 5 simple ways to segment your lead database.

Click the image (right) to enlarge and download.

Get more information when you watch Ledgeview’s on-demand webinar: “5 Strategies to Better Segment Your Lead Database.”

Watch Webinar

5 Ways to Segment Your Lead Database - Ledgeview Partners Infographic

Ledgeview’s Top Reasons to Give Lead Nurturing a Try

If you’re unfamiliar, nurturing leads (ideally) with Marketing Automation and your CRM allows you to send a series of targeted and timely messages intended to inform prospects and move them further down the sales cycle until they are qualified and ready to close a deal.

Lead Nurturing is very effective.

With this Ledgeview Partners infographic, we give you top reasons to give lead nurturing a try! Odds are it will only help what you are already doing or planning.

Click the graphic (right) to enlarge and download.

Learn more about Lead Nurturing on the Ledgeview Partners Blog.

Read “6 Types of Lead Nurturing Campaigns to Try and How to Get Started!”

Ledgeview Partners Blog

 

5 Key Elements of an Effective Sales Process

Creating an effective sales process comes from successfully managing your sales team and pipeline. The most common problem Ledgeview finds with lacking sales processes is lack of follow-through by employees and proper implementation by managers.

Yikes! Don’t fall into this mold.

Learn how to create an effective sales process and encourage the continuous execution of it among your sales team and other employees.

Ledgeview’s infographic, “5 Key Elements Of an Effective Sales Process” will give you the quick start you need.

Click the image (right) to enlarge and download.

Get more pro tips when you download Ledgeview’s eBook resource, “Pro Tips: Creating a Sales Process that Will Drive Results.”

Download it here.

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Ledgeview Partners Infographic

Ledgeview’s Top 4 Reasons to Implement a Sales Process

Implementing an effective sales process is essential to your organization’s success!

When you fail to prepare an effective sales process, you can prepare to fail. It may sound harsh, but it’s the reality for businesses today!

This Ledgeview Partners infographic will give you 4 easy-to-absorb reasons why you need a sales process.

Click the graphic (right) to enlarge and download.

Continue down the path to success when you download Ledgeview’s new eBook: “The Basics: Creating a Sales Process that will Drive Results.”

Get the resource here.

Download Now

 

Ledgeview Partners Infographic