Let’s Talk About CRM Systems with Will Rutledge


This week we got the opportunity to interview Will Rutledge, a Denver-based videographer and photographer offering corporate, ecommerce, and documentary work. We talked about his company and how he uses a CRM system to help his business!

Find Will Rutledge!

Website: https://www.rutledgestudio.com/

LinkedIn: https://www.linkedin.com/in/willrutledge/

Facebook: https://www.facebook.com/pg/WillRutledgeStudio/about/?ref=page_internal

Instagram: @willrutledgestudio

Workflow Automation with Christina Savage


This week’s topic of discussion is workflow automation! Most of our clients come to us not knowing how to use their CRM and needing help on how to make it better. In this video, you will learn how we are able to use workflow automation, to help small business owners integrate and automate as many manual processes as possible.

Website is www.christinasavage.com
LinkedIn personal profile is: https://www.linkedin.com/in/christinasavage/
LinkedIn company profile is: https://www.linkedin.com/company/christina-savage-llc/


Let’s Talk About GDPR with Aiden Durham


Lidiane Mocko:

Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays with Aiden Durham from 180 Law Co. 

What is GDPR? Is it relevant for a small business?

  • Does it affect US small business owners?
  • What type of data? (employee data and customer data)
  • Data breach – 72 hours notice.
  • Article 30 – companies for less than 250 employees.
  • Right to be forgotten.
  • Explicit Opt-in.
  • More disclosures. Update privacy policy.
  • Concrete steps – create a policy.  

CRM and other cloud based systems

  • New features.
  • Vendors will be reaching out for legal data processor compliance forms.
  • Something that will allow clients to delete their identifiable information from cloud based system.
  • One of the CRM systems showed the ability to make all the identifiable data anonymous.


  • Do you like this video?
  • Then subscribe to our channel! Share it with your network.  
  • We really appreciate your support. Thank you so much!


Vendor Selection Questions


Lidiane Mocko:

Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays! The topic for today is CRM Vendor Selection. I want to make a distinction here: vendor selection is different than product selection. It is possible that, during your search for a CRM system, you found 3 different products that have all the features you are looking for. At this point you need to decide: which one should I choose? This is when the Vendor Selection becomes relevant.

Why are we talking about this?

We have met business owners that were not happy with the products they purchased. We had a client last year that was looking at products that were great for medium size businesses, but not a good fit for their business. There is a lot of marketing around big industry names, but that does not mean they are a good fit. We also have learned that quite often, small business owners make choices based on what other business owners in their network are using, without taking into consideration their own needs and requirements.

Here are a few topics I suggest you research about each vendor:

Is this vendor targeting small business owners in my industry? Look at case studies and blogs in their website. Why is this important? Because you want to make sure that their product will evolve in a way that matches your needs and your business growth. How long has this vendor been in business? What type of support do they provide? Does the type of support they provide align with what you need? Is there a good community around this product? Is there a Facebook group? Are there YouTube videos?


Do you like this video? Then subscribe to our channel! Share it with your network. We really appreciate your support. Thank you so much!


Leverage your business with CRM Software

If you own a business you understand the value of your customers and prospects. That’s why it is so important to connect with your customers in a meaningful way. Converting sales leads into customers and making regular customers enthusiastic promoters of your business are both critical for business growth. And just as important, curtailing customer complaints before they cause damage is something else that is critical to your business. Without a clear plan for damage control or to manage the leads that come in, your business could suffer.