Blog - Page 3 of 8 - Small Business CRM Coach

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 […]

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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 […]

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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 […]

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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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