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It always feels great to generate repeat business from a an existing customer, and placing that order in your CRM software. It’s always awesome to close a sale and get a customer, but for some retaining and generating repeat business from that particular customer is a challenge. I think building a relationship with that customer is the next phase to customer retention and for positive word of mouth. Having CRM software in place can help track your communications with your customers, so you are able to deliver them a great customer experience. There is a lot of noise made by companies in the market today and you need to differentiate yourself and show existing customers that you care. Simple tasks like sending out a postcard saying that you hope they are satisfied with their purchase, holiday cards, and emails to keep in touch.

Another way to get people talking about you is to have a giveaway. If the product that you are giving away is awesome, then it will generate some buzz. It does not need to be the most expensive item, but if it is an item that is unique, everyone will be talking about it.

I think you should keep in contact with your existing customers at least once per month, because then they understand that your company will go to the greatest level of customer satisfaction, and when a customer is satisfied most will tell everyone they know about you. This is where monthly newsletters is also a great marketing tool to retain existing clients and make new ones. When existing clients are receiving your newsletters and it is filled with topics that educate the market that is when you will get your customers talking about your company and the plethora of information that you have to offer.


The New version of BVEssentials Production Manager includes all the features of BVEssentials Limited Edition plus:

  • Commits raw materials while in production
  • Allows custom builds
  • Builds can be scheduled
  • Prints raw material re-order reports
  • Automatically requisitions material shortages and creates PO’s
  • Tracks work in progress (WIP)
  • Manages phase controls

The new version of BVEssentials Service Manager includes all the features of both Sales Manager and BVEssentials Limited edition, Plus:

  • See item service history onscreen
  • Set follow-up dates
  • Requisition special order parts
  • Look up parts by any word in the description
  • Print service history reports
  • Create parts/labour packages
  • Subtotal by job



BVEssentials Limited edition V 6.0, here’s what to expect:

Change Part Numbers

  • Go through history open items & update to the new part number

Change Customer Code

  • go through history, open items & update to the new customer code.

View Enhanced Sales History

  • Perform combinable searches with lookups
  • Add many sales history reports
  • View sales history by customer ship-to address

View Enhanced Customer & Inventory Look-up

  • Perform combinable sorts (ie. by city and name.)
  • Select items and names for reporting
  • Find sales history by part number

Receive Inventory

  • Print receiving reports & labels

Transfer Inventory

  • Print transfer reports
  • Link transfered inventory via PO numbers (ie. T087006764)

Are you tired of rummaging through your file folders to get information on a contact? Imagine being able to pull up an existing customer or contact account with the click of a mouse using computer software, and being able to see all of their pertinent information. The world is shifting towards Eco-friendly solutions and file folders are slowly becoming outdated. Technology has given business the opportunity of more convenience. You are now able to search and pull up specific people and businesses within the matter of seconds, you are also able to categorize a list of your contacts and you can use these lists to distinguish your clients and prospects, send email blasts to specific people or companies, and target marketing. Paperless contact management is not only good for the environment, but it’ search ability also makes it faster and results in less human error.

Are you having difficulties tracking your customer list? Have you spent hours looking for information on your existing clients?


Do you need to reach out to your existing customers regarding a price change in your product, a modification to your product, or why they have not purchased from your company lately? Are you wasting your time trying to figure out who these customers are? Categorizing your contact lists can help you pull up these lists on the fly when generating these targeted sales campaigns. Having a CRM in play makes campaign management easy and you can categorize these lists, and generate targeted sales campaigns. It can also track the feedback you are getting from your existing customers, so you understand what changes need to be made to your products, services and prices. Recording prior communications with your existing clients is also important in regards to campaign management because they can help you identify a need. After identifying these needs, you can then create targeted sales campaigns. Tracking what products your customers have bought and being able to search and pull up custom lists can help grow and manage your business, all this while you are keeping existing clients happy.

How can i share information easier in my company? Is your company being slowed down because information is not getting relayed properly and efficiently? Most small businesses use email to relay information between their employees, but how efficient is it to read 50-100 emails a day? Especially when 3/4 of your emails are junk. Are the important ones getting lost? Prioritizing your day should not be time consuming. Imagine a system where you can login and see what all of your employees are doing, a system where you can immediately assign tasks to employees, a system where everyone knows what tasks need to be performed each day. Having employees’ login to a system where they only receive pertinent information can save a lot of time. Your employees will never again have to search for important tasks and critical information will not get lost.

Some businesses know what forms of advertisement and sales campaigns generate customers for them. For others they may not know where to start to advertise there business. You may try telemarketing, (which is slowly dying) email blasting, direct mailing, etc. Whichever campaigns you choose, tracking and managing sales campaigns is vital. Not only will you understand what sales campaign is working for your business, but you will also understand what your customers and prospects are thinking because you are keeping a close eye on communications with them. Having the ability to figure out why prospects or customers in your targeted sales campaigns are not interested in your products or services makes your life easier. You then know what necessary adjustments you must make  to your products or services, so the next time you reach out to the same target market they will buy right away because it was something that peaked there interest initially in the first sales campaign. Email blasting seems to be the most popular choice these days, and there are email blast programs out there that allow you to track who is viewing your emails and the links they are clicking on from within your emails.

Make sure their is a proper structure in place for tracking and managing sales campaigns. Lead generation in business is important, and sales keeps cash flow moving in a positive direction. If you are in a situation where your business is growing, figure out what your prospects or customers are thinking and make sure these thoughts get recorded so you understand what the demand is.

It’s a safe bet to say that most companies have lost at least 1 customer because of poor internal communications. Having a systematic approach in place to manage this issue can create positive results in your workplace. Your customer service representatives need ready access to the proper information to give to your customers.

The same concept relates to your managers and sales team. These people also need to be able to relay information in a timely fashion. In sales, time is money. If prospects are not followed up with the proper information in a timely manner, they could look towards your competitors. If your customer service team is unorganized and not relaying the proper information to service technicians or managers, your customers could look towards your competitors. If managers cannot quickly handle complaints, you could lose those customers to the competition. having poor internal communications not only could lose you customers, but over time, you could jeopardize your company’s good reputation.

The internet is providing a lot of noise these days. Every day thousands of people are reviewing companies on Yelp, and did I mention the 800 million people talking on facebook? A marketing specialist told me a funny story about a Barbeque Joint. A customer posted a review on Yelp and the owner of the restaurant thought that it was a good idea to have the last laugh. He ended up using profane language towards the customer and placed a picture of her on his Facebook company page. I am sure you can guess what happened next…..

April 2017
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“Derek is a trustworthy and knowledgeable individual that works great with our team. If he doesn’t know the answer he will find it, and gives us great support with all the challenges that we seem to encounter” Elaine Bell (Material Manager at Armstrong Milling Co Ltd.)