Blog - Page 3 of 8 - Small Business CRM Coach

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

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 […]

Continue reading

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… […]

Continue reading

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 […]

Continue reading

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

Continue reading
>