Blog - Page 2 of 8 - Small Business CRM Coach

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: katelyn@oneaccord.legal

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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: https://www.patlive.com/

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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 […]

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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.

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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: […]

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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: […]

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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 […]

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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 […]

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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.: […]

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