Blog - Small Business CRM Coach
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Summary of Insightly 2019 Q1 update

On February 13th Insightly hosted their Q1 Product update call.
They shared exciting news about some great new features that will be coming up in the next few weeks. In this blog post I am sharing their product updates based on the subscription level, just so it is easy for you to identify which updates are relevant for you.

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The Special Challenges of Nonprofits and How CRM Can Help

Nonprofit organizations work hard to make our world better. They often appeal to us to help them meet needs and support causes that touch our hearts.

But they have a need of their own that people rarely think about unless they have worked in a nonprofit, a need that directly affects their ability to achieve their mission.

They need up-to-date technology to manage processes and programs.

Specifically, they need CRM.

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How Insightly CRM Gave an International Trade Business Wings

Jill and John own a small import-export business. They match buyers of dried fruits and nuts with suppliers and then coordinate product delivery through international shipping.

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Creative Connections Pitch Award

This week, I am sharing with you about an organization named Creative Connections! Creative Connections is a MeetUp group designed to gather talented professionals together and discuss business ideas and strategies. Last December, they hosted their first Pitch Off event and I got an award for my presentation. I encourage you to join this organization […]

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How Can CRM Help You in the Holiday Season?

Here is a short video about how you can use your CRM to send holiday gifts! Thank you Lisa Moore for your wonderful gift!

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How CRM Helped my Business

For this week’s Mocko Mondays I interviewed Jill Eelkema, an Aging Services Consultant from Western Care Partners., talking about how much a CRM has helped her business for both B2B and B2C consulting.

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Get the right CRM for you!

We can help overwhelmed small business owners save time and increase revenue! Click the link to learn more!

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Digitally Enhanced Productivity Workshop Presented by Debi Davis

Debi Davis, founder of 3D Communications Inc., created a free workshop at Connect Workspace in Golden, CO., talking about how to build a digital productivity strategy capable of keeping you on time and on track, with access to information you need, when you need it. She allowed Lidi to share about CRM systems and how […]

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What This Family Law Attorney Learned in our CRM Online Course

This week, Lidi interviewed Colorado Family Law Attorney Katelyn Ridenour from One Accord Legal. Katelyn shares with Lidi about what she learned from the CRM Online Course Pilot, the CRM she selected and how it’s benefiting her business! Email Katelyn:

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How PATlive Can Improve Your Customer Service

PATlive is a 24/7 answering service for businesses of all sizes. Watch how Channel Relations Manager Jamie Lowary describes to Lidi about how PATlive can benefit your small business using flexible call scripting and fast answer times. Contact PATlive: Website:

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