Blog - Page 2 of 7 - Small Business CRM Coach

Why Wave Apps is a great accounting system for Small Business Owners?

Are you a small business owner looking for an accounting software that’s quick and easy to use? Watch this interview with Suzanne Baker, a CPA from Denver, Colorado., explaining to Lidi why Wave Apps is the best cloud-based software for small business owners and goes into detail about the benefits of CRM as well! Contact […]

Continue reading

The Best Ways to Follow-up

For this week’s Mocko Mondays we interview Nancy Gaines, a successful business productivity expert from Gain Advantage Inc, who coaches other small business owners how to systemize their business to have more flow and time. Watch how Lidi and Nancy talk about the best ways to follow-up with people using a CRM.

Continue reading

Why Don’t Small Business Owners Use CRM?

Description:  For this week’s Mocko Mondays, watch part two of the interview with EOS Implementer Stuart Robinson, as they talk about why don’t small business owners use CRM systems? EOS Implementers help entrepreneurs and their leadership teams with the skills and experience to help strengthen all Six key Components of their business. Contact Stuart: LinkedIn: […]

Continue reading

How EOS Implementer uses CRM

Description Watch EOS Implementer Stuart Robinson, talk with Lidi about how a CRM system helped his personal small business grow and benefit EOS in sales, service and internal processes. EOS Implementers help entrepreneurs and their leadership teams with the skills and experience to help strengthen all Six key Components of their business. Contact Stuart: LinkedIn: […]

Continue reading

3 Quick Tips On How To Configure Sales Pipeline Into CRM

Description: Creating and configuring your sales pipeline into your CRM can be very challenging! Don’t fret, we are here to help! Watch this video to learn 3 simple tips on how to configure your sales pipeline into your CRM system! Want to learn more about CRM systems and how it can benefit your business? Click […]

Continue reading

How To Use Your CRM With Power BI

Description The most successful way to track all of your analytics in one place is by using a dashboard. This week, Gene Connolly, from Connolly Consultant LLC, describes how he uses dashboards in Power BI combining information from CRM systems and other platforms, to help small businesses track their performance quickly and easily. If you’d […]

Continue reading

How to Use a Plugin to Integrate Your Email to Your CRM

Description: Did you know you can connect your crm system to your email account? Check out this video that will give you instructions on how to integrate your crm into your email using a plugin! Want to learn more about CRM systems and how it can benefit your business? Click here to schedule an appointment.: […]

Continue reading

Salesforce Nonprofit Success Pack

Description  This video walks you through the basics of the Salesforce Nonprofit Success Pack (NPSP) and how it can help support nonprofits to achieve their mission. We encourage you to check out Salesforce trailheads if you’d like to learn more about NPSP. It’s a fun way to learn the system, track your progress, and share […]

Continue reading

Diversity in the Workplace

Description For this week’s Mocko Mondays we decided to change things up a little bit and talk about a sensitive subject, diversity in the workplace. Watch how Kathy Glenn and I became best friends by adjusting to each other’s culture. Transcript Hi! This is lidiane Mocko with Small Business CRM Coach and I am here […]

Continue reading

How to Build Customer Relationships Using a CRM

Description:  Did you know that your CRM can help you build relationships with your clients? Take a look at this video to see how, Customer Success Manager Kathy Glenn, uses her CRM to strengthen a relationship with a client. Want to learn more about CRM systems and how it can benefit your business? Take our CRM […]

Continue reading
>