Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.
Many small businesses think of CRM as interchangeable with email marketing programs like MailChimp or Constant Contact. After all, they house your contacts and keep you in touch with your leads and existing clients. Same thing, right?
We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.
You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business.
Now you have mixed feelings. You’re relieved, because now you are your own boss. But perhaps you are also overwhelmed. You might have scared yourself, thinking: How do I get started? How am I going to do this? Help!
So, your business is expanding – congratulations! With such rapid growth, it only makes sense that you are considering getting a CRM. There are a myriad of reasons why that is a good business decision, from automating functions to enabling sales team to have better visibility over what is going with clients. Once you have done your research, you know exactly what product will fit best with your business needs.
If you manage the sales team for a growing small business, you have your work cut out for you. Every week, there are more leads to follow up on, and they’re all different. They all became leads on different dates, they all have different needs and wants, and they’ve all had different interactions with different sales reps.
Businesses, whether large or small, often struggle with processes and operations as they continue to grow – especially in their implementation. As businesses expand, so do daily functions, and many struggle to keep things running smoothly. While this may sound challenging initially, we understand just how beneficial automation is for long-term and as well as short-term success.
One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.
John is the owner of a Colorado based distribution company. He recently hired Mike to help him with sales. Mike lives in Kansas. With a growing sales team, John wanted more visibility over how sales activities are progressing.
You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms. CRMs have become some of the most useful tools for customer communication, data organization, and business automation.