Step two when setting up a CRM system: Select and DevelopMany of our clients already have a CRM system. Still, they never went through proper implementation, resulting in confusion about using it effectively and realizing a return on investment. In our previous article [Step One: Design Strategy], we walked through choosing a CRM product to

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Step One when setting up a CRM system: Design StrategyYou’re a small company that serves other businesses (B2B), you have been operating for more than a couple of years, and your organization is growing. It’s time to use a technology tool to track new leads, business partners, and current clients. Using the right Customer Relationship

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If garbage goes in, then garbage comes outYou have worked hard to configure your CRM system for your business, and you are growing – congratulations! You’ve hired additional people, and they’re all working hard to grow the business and gathering new leads, contacts, and opportunities. Your CRM system seems to be serving you well, but

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Old habits die hardAre you a small business owner who has attempted to implement a CRM system but continues to use spreadsheets? You’re not the only one.We often work with business owners who have tried to set up a new CRM system on their own, get parts of it working, but fall back on old

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3 Reasons Your Leads May Be Falling Through the CracksA consultation with Small Business CRM Coach starts with a few pointed questions about your business and marketing efforts:Who is your ideal client?How do you generate new leads?What tools are you using to manage your leads and sales data?Are your leads warm or cold?Is your CRM

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