The AllClients Blog
Ideas for following up and following through
August 4, 2020
CRM Integrations Are a Bad Idea (Most of the Time)
Today you can integrate just about everything into your CRM. And the thinking goes that the more systems you can tie together, the better.
July 24, 2020
Email Marketing Campaigns Are Not Good Enough Anymore
An email marketing campaign is one or more emails sent to contacts in your database and it’s designed to get them to take a specific action. CRM systems use…
July 17, 2020
What to Do When You Don’t Feel Like Doing Anything
You arrive at the office, you sit down at your desk and you are all set to work. You know you have a million things to do, so you look at all of your to-do…
July 13, 2020
What is a CRM?
As the CEO and co-founder of a CRM company, I often forget that not everyone knows what a CRM actually is. I am reminded when one of my smart friends gets a…
July 10, 2020
Do I REALLY Have to Pay for Software Every Month?
You are looking at getting new software for your small business. Maybe it’s a CRM you need, or an Accounting system, or some other type of specialized…
July 8, 2020
Prioritizing Your Product, Pricing and Customer Service
When you brainstorm with your team and think of ways to improve your small business, the three most common areas to consider are Product, Pricing, and Customer…
June 24, 2020
How Do I Find New Clients for My Small Business?
So you have a great idea. Or you just got your Real Estate License. Or you just started your first small business. Maybe you have a restaurant, or you are a…
June 17, 2020
How My CRM Ignorance Cost Me $6k
Way back in the early 2000’s I was working as a Mortgage Broker in Sonoma County at my buddy’s mortgage company.
May 28, 2020
Loan Officer CRM
If you are a loan officer you will remember the “good old days” where you could just come into the office and the phone would ring with past clients and…
May 27, 2020
AllClients vs Keap
If you are looking for a Keap alternative or just a CRM and Marketing Automation tool with some “extra pop”, you will undoubtedly run across AllClients in your…
May 4, 2020
80% Effort is Better Than 100%
Shooting for 100% perfection in your work is not always a smart idea.
April 29, 2020
What Should I Pay for a CRM?
When you start shopping for CRM’s you will find them in every price range imaginable. Don’t want to spend a big chunk of change? No problem, you can find CRM’s…
March 25, 2020
Leverage your CRM during COVID-19
Today, you are probably at home, sheltering in place. That’s a good thing. You are helping your fellow citizens and keeping yourself safe and healthy at the…
March 18, 2020
AllClients Is Working Without Interruption
From the CEO:
January 22, 2020
The Hidden Danger of Role-Based Email Addresses
Email deliverability has become a major challenge. To ensure your emails reach their intended recipients, it’s crucial to avoid using role-based email…
December 4, 2019
What Is a Net Promoter Score (Nps) and Why Is It Important?
NPS is a one-question survey designed to gauge insight on customer satisfaction, customer loyalty and whether or not that customer likes your company enough to…