Learn

If this is your first CRM… Hey, this is great! You have made a

Prospects and decision makers are bombarded with emails daily, from retail companies constantly sending

You are ready to upgrade your CRM! WooHoo! (In Part 2 we will cover

As the owner of a CRM company, you would think I would say “Yes.

If you run a business, manage a business, manage a department, or you’re just

If you have a business of any kind, or even if you don’t, it

Everyone knows that using referrals to grow your business is a smart move. Referrals

The ability to send your prospects and customers text messages is now part of

There are so many CRM choices today and it seems like we are seeing

For many years, the autoresponder has been the go to tool for small businesses

An Email Marketing Campaign is one or more emails sent to contacts in your

As the CEO and co-founder of a CRM company, I often forget that not

You are looking at getting new software for your small business. Maybe it’s a

Whether you have an established small business, or you’re a start-up, it’s essential you

If you are a loan officer you will remember the “good old days” where

Note: Infusionsoft changed its name to Keap in 2019, although most people still refer

CRM’s are all alike and customer support is customer support. Right? Well, not exactly.

When you start shopping for CRM’s you will find them in every price range

Email deliverability is becoming increasingly more important and more difficult to manage these days.

What is NPS? NPS is a one question survey designed to gauge insight on

Customer Relationship Management (CRM) solutions are crucial for a competitive advantage in today’s markets.

Entrepreneurs are risk-takers. When you start your company, you are trying to minimize costs.

The concept of responsive email comes from responsive web design. Ethan Marcotte first defined

Customer Relationship Management (CRM) is any tool or process that helps you manage, organize

Introduction Many factors are affecting the growth of a business, and keeping a great

Introduction Many people have asked the question, what is the most vital feature of

Introduction The benefits that customer relationship tools offer businesses is well known to all.

Software-as-a-service (SaaS) has become a popular way for businesses to save money for various

To-Do and reminder applications have been around since the personal computers started to invade

When you first get your customer relationship management (CRM), you’re excited. But as soon

Marketing and sales teams in various organizations look for more effective ways to do

Introduction The advent of technology has brought with it many tools that help businesses

Automation is the latest buzzword in the world of small business. Simply put, automation

Modern customer relationship management (CRM) workflow automation has provided both small and enterprise-level businesses

You have worked hard to build a great email list, and you are sending

Without going into the history of why it’s called a “Landing Page”, and what

Yay! You selected your CRM software and you’re ready to get down to business.

There are hundreds (thousands?) of CRM’s out there to choose from. It can be

In the olden days, you would buy software, (it usually came on a floppy

You have a new company and you want to tell the world about your

Even in a small business, or in a mom and pop shop, if you

CRM defined Let’s start by defining what a CRM is. CRM stands for Customer

An email marketing autoresponder is an automated process that sends emails out at preset