Tag: productivity

In speaking with a number of prospective users this week, their biggest challenge continues to be “I don’t have time, to the take the time, to evaluate a product that will save me time”. If this sounds familiar, you are not …

Take time, to make the time, to save you time Read More »

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Now that 2016 is here it’s time to get organized.  Start your year off by clearing out the clutter and organizing your contacts, notes and files in a way that will save you time and make you feel better about attacking the projects on …

Happy 2016 – Time to Organize Read More »

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Sometimes, staying late is part of the game. You’ve spent the whole day in meetings and chatting with customers. At the end of the day, all of that data has to go somewhere; somewhere like your CRM. If you’re working …

Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours Read More »

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The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major holidays like Thanksgiving, Hanukkah, Christmas and New …

3 Ways to Improve Your CRM for Q4 Read More »

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No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the technology but your employees …

How to Build a CRM Strategy in 5 Steps Read More »

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For years CRM has been helping small and large businesses alike by streamlining their sales processes, collecting information and storing that information for valuable usage. CRM can increase your business’s sales by up to 30% and is the the #1 …

3 Ways CRM Can Increase Your Sales Read More »

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We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump in the …

The True Meaning of Labor Day Read More »

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Some of you may be wondering, “Why should I pay for a CRM tool when I already have access to excel tools like Google Sheets and Microsoft Excel?”. That’s an incredibly valid question. There are great benefits to a CRM …

Why Pay for CRM when You Already Have Excel? Read More »

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Organizational skills may be the most overlooked and underrated aspect of small businesses. SMBs are working with less manpower and simpler technologies which means organizing files and workflow can easily fall to the wayside. Luckily, CRM tools are readily available …

Keep Your SMB Efficient and Organized with These 3 Tips Read More »

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Growth and focus is important for any Small or medium-sized business is essential if they hope to succeed. The easiest and most cost-effective way to do this is with a customer relationship management (CRM) system. If you haven’t implemented a …

3 Reasons It’s Important to Implement a CRM As Soon As Possible Read More »

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