Blog - Page 4 of 8 - Small Business CRM Coach

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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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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