Do you have lots of contacts but no way of managing and using them effectively? If you don’t currently have a dedicated database or CRM (Customer Relationship Management) system, you should consider the benefits of having up-to-date information on your customers and prospects at your fingertips.

You'll be surprised at just how easy it is to have a database that's been specifically customised to suit your business requirements - all at small business prices!

Legrand CRM databases have all the functions you need to make your business more efficient and effective:

• Record contact details of all customers, prospects, suppliers and other companies
• Email and mail merge direct from Legrand, with copies of correspondence being attached to each recipient's activity notes
• Record activity notes, tasks and calendar events, all stored with the contact's record
• Track marketing and promotional campaigns to measure their effectiveness
• Track and report on Opportunities e.g. tenders and contracts for new business
• Store documents of any kind and attach to a record
• Using the Outlook interface, attach incoming emails to contacts
• Using the Accounting interface, view summary information on the customer's account status

At Ideas in Action our passion is to help small to medium-sized businesses improve their sales pipeline and income.  We do this by tuning into the core sales process, target markets and designing effective campaigns to bring early results. 

We don't just recommend an action plan - we make it happen!  And best of all our small business rates make it possible for you to budget for a monthly spend to keep your marketing machine humming all year round.

Phone us on 0412 235 921 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it  to find out how we can help with tailored and targeted marketing solutions for your business, and free up more of your time to do what YOU do best!

How do you increase the flow of your sales pipeline?

The first step is to set up systems to fully manage the leads and existing clients you have.  There's not a lot of point in searching for more business when you have a database full of people with whom you've either already made contact or conducted business.   As they say, it costs a lot less to obtain business from existing customers than to source new ones!

So when you're satisfied that you are effectively communicating with your entire database and working through the nurturing, building, maintaining contact phases with your contacts, you may then be looking for assistance in growing your database.   We get straight to the contacts you need!

Make those business cards work for you!

What do you do when you have secured a batch of business cards, e.g. attending a networking meeting, returning from a sales trip?  Put a rubber band around them and say "I'll enter those into my database really soon"?   Then "really soon" turns into 1 week, 2 weeks ... you keep picking them up and putting them down again ...  perhaps eventually they get put in a drawer and forgotten about?

You've spent a lot of time and money attending networking and other events and none of it means anything unless you open the lines of communication with them!  CardScan business card scanners help you take control of the lead generation process by allowing you to scan cards quickly, upload to your database, then use your CRM database system or Outlook to send either the same personalized message or individual messages to each  - while they still remember you!

Click here to watch a short video demonstration   |   Click here to read a brief testimonial.

How we can help your sales pipeline flow freely ... 

In our work with clients for over 20 years, we've found the one thing that most business owners procrastinate about it making phone calls - especially "cold calls".  However it's one of the most important things a manager can do to ensure there is always a good flow of prospects into the sales pipeline.

A lot of people are great at making initial contacts, for example at networking events, yet they lack the drive, confidence or expertise to make those important follow-up calls. 

Imagine ...

Every week you allocate a budget figure to telemarketing, we make the calls for you and present you with a list of updated contacts and possibly a number of now "warm leads" for you to pursue!   This happens every week, month in, month out for the entire year!   Your sales pipeline is now beginning to flow with a consistency that brings the funds rolling in at the other end!