You have worked hard to configure your CRM for your business, and you are growing; congratulations! You’ve hired additional people, and they’re all working hard. You’re gathering new leads, companies, and opportunities. Your CRM is serving you well, but as you may have already experienced, things can get messy fast. There are tags everywhere. All

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Are you a 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 on their own, get it going, but fall back on old habits because they haven’t fully configured

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Who is your ideal client?What do you use to generate new leads?How do you manage your leads?Are your leads warm or cold?Is your CRM providing results?If these questions make you umm and ahh, then chances are your leads are falling through the cracks.The most effective and fastest way to make sure you can answer these

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I have worked with many small organizations that were using Salesforce but had never customized the system to make it more aligned with their business. Some of them signed up for Salesforce simply because they understood Salesforce to be a leader in the industry. That’s very true, but without a plan and without configuring their

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As a small business owner, you will have processes and systems in place that are unique to your business. They’re executed regularly to sell your products and services. But what is a business process? Tecnopedia’s definition of business processes is a:”wide range of structured, often chained activities or tasks conducted by people or equipment to produce

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