Revenue systems
What is a Revenue System?
A practical guide to how revenue moves through a business, and how CRM, process, data, reporting and automation connect into one operating structure.
Author
Jason Rainbird
Articles written by Jason Rainbird.
LATEST INSIGHTS
Practical insights for clearer revenue systems
Guides and implementation notes from recent client work, written to help you understand where revenue gets stuck, reduce friction across CRM, data and process, and build systems your team can actually use.
Revenue systems
CRM vs Revenue System
Understand why CRM is only one part of the picture, and how a revenue system connects process, data, reporting and customer handoffs around the way your business works.
AI
How AI fits into CRM, and why it often fails
AI becomes useful when CRM structure, workflow logic and data quality are clear. Without that foundation, it amplifies existing problems.
Delivering Marketing Services
A CRM sales and marketing automation campaign should see a good return on investment. We measure this on conversions so that you can see what is and isn’t working....
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Lifecycle Management. Relevant to marketing automation?
Why is it relevant to marketing automation? If you're in the world of marketing automation, you're probably familiar with the concept of Lifecycle Management. But...
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Is Pipedrive the best CRM for your financial service?
Is Pipedrive a good CRM for financial services?
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Reasons Why Your Sales People Won't Use a CRM?
Introduction Why the backlash? What drives this resistance? Those are the questions we are here to answer. We've talked to salespeople, managers, Managing Director,...
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Transform your sales CRM from a taskmaster into a powerful tool
By employing customer relationship management (CRM) software, you will never be taken by surprise or left behind in the sales field. No more blind spots from...
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Your Guide to Sales & CRM
Whether you manufacture plumbing components or sports equipment, knowing how to draw high-value customers into your sales funnel is essential. Here are some ways...
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What is Marketing Automation ? Impact On Data
Marketing automation is crucial to our work as a sales and CRM agency. Automation means saying goodbye to mundane, repetitive tasks and saying hello to more time to...
Read articleWhen Products Are Not The Solution, Integration Is
Businesses all over the world; large, small and somewhere in between face tough decisions every day. None more so perhaps than choosing the best type of marketing...
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New Pipedrive Projects Functionality
Initiating the after-sales process need not be tricky at all; enabling precise and flexible project management with end-to-end visibility just got easier with the...
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Hubspot Sales Enablement
If you’re running a business, you must ensure that all team members have the resources they need to do their jobs quickly, efficiently, and effectively. This is...
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Customer Retention Techniques
As a business owner, it’s always a cause for celebration when you get a new customer, but when it comes to increasing revenue, just ‘having’ customers isn’t enough…
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Why Should You Have Marketing Automation?
In 2022, asking whether your business needs marketing automation is like asking whether you need a website, a brand name, or even contact details: it is essential...
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All In One Marketing: CRM & Marketing Automation Platforms
CRM and marketing automation seem similar enough, don’t they? And you know they’re both essential tools for running your business, delivering top-notch customer...
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B2B Customer Retention
B2B customer retention isn’t something that’s getting a lot of focus these days - but why? It could be that those who are running B2B companies think they can rest...
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How Blogging and Inbound Marketing can drive Website Traffic
If you're running a business, one of your top aims is to increase website traffic. But is it as easy as it sounds? It can be.
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