Blog - Page 3 of 7 - Small Business CRM Coach

CRM Online Course 101 Pilot Announcement

Transcript: For this week’s Mocko Mondays, Kristen Ennis and I wanted to tell you about our CRM Online Course 101 Pilot starting July 9th! What outcomes can you expect from taking this course? Clear steps to select the right CRM for your business. Guidance on how to configure your CRM to make it work aligned […]

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Insightly CRM for Residential Real Estate with Erin Mathie

Transcript: Are you in Residential Real Estate and need help with your business processes? Find out how Erin Mathie and her company, Business Made Simple, is able to help Residential Real Estate agents manage their contacts and grow their business using Insightly CRM. Find Erin Mathie on social media: Website: http://www.business-made-simple.com/ Facebook: https://www.facebook.com/erin.mathie LinkedIn: https://www.linkedin.com/in/erin-math… […]

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How to Use a CRM for Customer Service

Transcript: How can you use a CRM to help you with customer service? Watch to find out how my friend, Will Crower, uses Salesforce to help him build customer relationships, and keep his contacts organized! If you have any topics you want us to cover, please comment below and click the link to subscribe to […]

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Let’s Talk About CRM Systems with Will Rutledge

Transcript: This week we got the opportunity to interview Will Rutledge, a Denver-based videographer and photographer offering corporate, ecommerce, and documentary work. We talked about his company and how he uses a CRM system to help his business! Find Will Rutledge! Website: https://www.rutledgestudio.com/ LinkedIn: https://www.linkedin.com/in/willrutledge/ Facebook: https://www.facebook.com/pg/WillRutledgeStudio/about/?ref=page_internal Instagram: @willrutledgestudio

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Workflow Automation with Christina Savage

Transcript: This week’s topic of discussion is workflow automation! Most of our clients come to us not knowing how to use their CRM and needing help on how to make it better. In this video, you will learn how we are able to use workflow automation, to help small business owners integrate and automate as […]

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Let’s Talk About GDPR with Aiden Durham

Transcript: Lidiane Mocko: Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays with Aiden Durham from 180 Law Co.  What is GDPR? Is it relevant for a small business? Does it affect US small business owners? What type of data? (employee data and customer data) Data breach […]

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Vendor Selection Questions

Transcript: Lidiane Mocko: Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays! The topic for today is CRM Vendor Selection. I want to make a distinction here: vendor selection is different than product selection. It is possible that, during your search for a CRM system, you found 3 different […]

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Leverage your business with CRM Software

If you own a business you understand the value of your customers and prospects. That’s why it is so important to connect with your customers in a meaningful way. Converting sales leads into customers and making regular customers enthusiastic promoters of your business are both critical for business growth. And just as important, curtailing customer complaints before they cause damage is something else that is critical to your business. Without a clear plan for damage control or to manage the leads that come in, your business could suffer.

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Forecasting for Small Business Growth

As a consulting firm serving the small business community, we often run into small business owners who don’t have a business forecast. Without one business owners may be missing key opportunities because they can’t define a strategic direction that will enable their business to scale.

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Do you use Email Integration with your CRM?

Transcript: Lidiane Mocko: Hi, I am Lidiane Mocko, your Small Business CRM coach. Welcome to another episode of Mocko Mondays! Today we are going to talk about email integration. Why? Because a lot of our communications with clients and potential clients happen via email. When you are selecting a CRM system, one of the key […]

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