5 Reasons CRM is Non-Optional for Startups

5 Reasons CRM is Non-Optional for Startups

Startup founders: What would you say is your most valuable asset? I would argue its your contacts. The specific project youre working on may come and go, or shift direction. Your team members... Read More

By: Paige Schartz Friday May 22, 2015 comments Tags: crm, startups

 Become a Customer Service Superhero

Become a Customer Service Superhero

Sometimes, it feels like to be a successful small business owner, youd have to have superpowers. Theres so much to do in a day, and theres so little time to do it. Add to that the fact that... Read More

By: Andrea Lotz Tuesday March 24, 2015 comments Tags: customer service, crm

How to Know When a Lead is Ripe (And What To Do When They Are!)

How to Know When a Lead is Ripe (And What To Do When They Are!)

Lead management is more of an art than a science. How often do you call? How many emails can you send without getting flagged as spam or annoying your customers? How do you stay top of... Read More

By: Andrea Lotz Tuesday March 10, 2015 comments

Small Business CRM: The Hook, Line, and Sinker Method for Landing Leads

Small Business CRM: The Hook, Line, and Sinker Method for Landing Leads

How many leads wiggle off your hook each month? If you arent using a Customer Relationship Management (CRM) system, you may not even really know the answer to that question so how can you... Read More

By: Andrea Lotz Tuesday March 3, 2015 comments

One Centralized System Can Optimize Business Productivity

One Centralized System Can Optimize Business Productivity

"We dont need to work harder, we need to work smarter. Do you ever find yourself hunting for critical information and wasting time in the process? As a SME you most likely are faced with... Read More

By: Hope Hartman Monday February 2, 2015 comments Tags: workflow timeline, crm

5 Ways Employees Benefit from a Workflow Timeline

5 Ways Employees Benefit from a Workflow Timeline

The first day at a new job is always terrifying. I dont think anyones immune to the wobbly knees, the flip-flopping stomach, and the dry throat of first day nerves. I think thats normal, and... Read More

By: Andrea Lotz Friday January 9, 2015 comments Tags: workflow timeline, crm

Tool of the Month: The Workflow Timeline

Tool of the Month: The Workflow Timeline

When put to its full use, the Workflow Timeline is a powerful tool for a small business owner. It gives a quick answer to all the questions you have in your head all day: Did I make money today?... Read More

By: Andrea Lotz Wednesday December 31, 2014 comments Tags: workflow timeline, crm

Take the Reins: How a Workflow Timeline Improves Productivity

Take the Reins: How a Workflow Timeline Improves Productivity

Whats Holding Your Small Business Together? If your answer is something like passion or love, youre lucky youre obviously following your bliss. But thats not exactly what I meant. What... Read More

By: Andrea Lotz Monday December 22, 2014 comments Tags: workflow timeline, crm

The Top 8 Small Business ERP Solutions of 2015

The Top 8 Small Business ERP Solutions of 2015

Does this sound familiar? A small business owner starts her business, managing all her accounts and inventory in spreadsheets, creating invoices with Word documents, using a basic email provider,... Read More

By: Andrea Lotz Monday December 15, 2014 comments Tags: crm, workflow timeline

Top 7 CRM Business Software Solutions

Top 7 CRM Business Software Solutions

You probably can relate to being bombarded by all the different business software options for small business CRM (customer relationship management). Here is our list of the top 7 small... Read More

By: Adam Barnhart Wednesday September 24, 2014 comments Tags: crm, salesforce




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