Blog - Page 4 of 7 - Small Business CRM Coach

Salesforce 2017 Small Business Trends Report

Salesforce interviewed close to 500 small business owners last year to learn more about what growing businesses are doing differently. In this report they separated the information based on growing businesses and stagnant businesses.

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Salesforce NPSP Gives Nonprofits Wings

Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.

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Ian Campbell Interview

Transcript: Intro for Interview with Ian Campbell (1/4) Lidiane Mocko: Hi! This is Lidi Mocko with another Mocko Mondays! And today I have Ian Campbell here with me from the Mission Suite. And we are gonna have a conversation that is supposed to be very helpful for small business owners just so you understand a […]

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CRM and Email Marketing: The Power Couple

Do you know the difference between CRM and Email Marketing? Take a peak at this blog and understand how they are different, and see how CRM can benefit your business!

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Mapping Business Activities In Your CRM

Today, we are going to talk about the importance of mapping business activities to your CRM system. Why are we talking about it? Well, in the last two to three months, we’ve run into at least three business owners who had issues with CRM Implementation.

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Step 4 to a Successful CRM Implementation- Customize Accordingly

Hello, and welcome to Mocko Mondays! This week is the fourth installment in our small business CRM Implementation series, and it’s all about customization.

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MyFirestorm Data Migration

This morning I am here with Gerri Pelto from Firestorm. We are part of Firestorm and Gerri is here to share with us their recent experience of moving from contactually CRM around to The Mission Suite.

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Step 5 to a Successful CRM Implementation: Maintain Communication

In this episode of  our Successful CRM Implementation series were going to discuss communication and its importance to a seamless CRM implementation in your company.

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How Rise Above Is Managing Their Network of Contacts Better Than Ever

We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive […]

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5 Business Apps to Get Started as a Solopreneur

You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business. Now you have mixed feelings. You’re relieved, because now you are your own boss. But perhaps you are also […]

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