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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Using the best CRM tools for your small businessSmall Business CRM Coach has worked with many small organizations using Salesforce that didn’t take the time to customize the system and fully align it with their business processes. Some of them set up Salesforce simply because they understood the company and its products to be an

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Marketing automation for small business ownersAs a small business owner, you will need to have processes and systems in place that are unique to your business. They are executed regularly to sell your products and services. How do you know if your business processes are defined? Ask yourself what would happen if you had to

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A case study on how to use salesforce as your real estate CRM SystemSalesforce is much more than your typical CRM. It is fully customizable so that you can have the most relevant data for your industry right at your fingertips. If you are reading this blog, you may have some interest in how to

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I started working with Rocky Mountain Prep in March of 2019 when Lela Johnston, the Manager of Development and Community Partnerships, reached out for help with their Salesforce app. Rocky Mountain Prep began using the Salesforce Nonprofit Success Pack back in 2013, but their system was outdated, and they were long overdue for a system upgrade.

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