Prospect Lists Upgrades – KiteDesk 3.9 Release

Prospect Lists: Less Searching and More Sorting Now available in the latest KiteDesk release, we’ve added new Prospect sorting and filtering options to source data, quicker. Customers get the ability to sort more Prospect data categories than ever before, including Name, Title, Organization, Last Activity, Date created, Owner, and Flow. This feature extends to all your organization’s prospect lists– so you’ll search less, sort more. Pin & Share Prospect Lists Prospect lists can now be pinned for faster retrieval. This is essential when dealing with large numbers of lists since you can now share prospect lists across the organization (pinning lists that...

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Why I Don’t Worry About Competitors

Why is there so much talk about the competition? How to build a competitive strategy, tips for analyzing your competition, how to attain a cost leadership position against your competitors and how to out-do your competitors pervade the thinking of most business people. The underlying strategic intent is to build barriers to competitive entry; erect a massive wall to prevent the hordes from entering your markets and taking your customers. I don’t get it. You have little real control over what they do. If they want to reduce their prices, introduce a new disruptive technology or enter one of...

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The Week’s Best Reading in 10 Minutes (or Less)

Here are some of our favorite articles found on the Web this week. If you think we missed a great article, or if you know of a blog we must check out – add it to the comments below! Beware the Ides of March Your first quarter results can set the tone for the rest of your year. If you are on track to hit your goals, great job! If not, don’t fall into the trap of thinking, ‘I still have a lot of time…’ Take a moment to reevaluate your current plan, and start making adjustments. Patrick Carter...

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The Perfect Close [Book Review]

21 page corners turned over! For those past readers of this blog and my book reviews you know that is an excellent rating.  For those of you that are new, whenever I read a new book, I read it with a pen in hand and I fold over the corners of those pages with high value. Believe me James Muir’s book, The Perfect Close is a great add to any sales library. Ed note: This book is quite favorably reviewed, 76 ratings 99% 5-star:   Overview Early on James added a section titled “Why I Wrote This Book”, he writes...

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Is KiteDesk a CRM?

Is KiteDesk a CRM? KiteDesk is not a CRM, but it integrates with your CRM to help you work more efficiently. Most buyers of CRM technology seek the following features (not available in KiteDesk): Opportunity Management (Pipeline + Stages) Proposal / Quotation / Order Configurator Product Catalogue Territory Management Incentive / Commission Management And, there are no plans to add these features anytime soon. KiteDesk  provides the following CRM-like functions: Lead Management & Lead Tracking Account / Contact Management (esp at the Prospect stage) Sales Activity Tracking (and Scheduling) Campaign Management Email, Social, and Telemarketing Understanding the distinctions between...

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