Blog - Page 5 of 7 - Small Business CRM Coach

Step 3 to a Successful CRM Implementation: Getting Your Data Ready

This week we’re going to talk about the CRM implementation, more specifically how to organize your data for the implementation process.

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Step 2 to a Successful CRM Implementation: Engaging your Team

We have three quick tips on how to engage your team for a successful CRM implementation, because it’s very important for you to understand that one of the biggest challenges for your CRM implementation phases is adoption.

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Step 1 to a Successful CRM Implementation: Lead by Example – Mocko Mondays

Hi, I am Lidiane Mocko, and I’m here for another episode of Mocka Mondays. This is the first of a series of videos with the steps for successful CRM implementation.

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Infusionsoft Implementation – Mocko Mondays

Hi, I’m Kristen Ennis, with Mocko Consulting, and today, I’m going to take you behind the scenes and walk you through how we helped support a skincare clinic and one of the fastest growing small businesses here in the Denver area by automating their their business processed through an Infusionsoft implementation.

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7 Ways To Get Your Business Ready For A Successful CRM Implementation

So, your business is expanding – congratulations! With such rapid growth, it only makes sense that you are considering getting a CRM. There are a myriad of reasons why that is a good business decision, from automating functions to enabling sales team to have better visibility over what is going with clients. Once you have […]

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4 Tips to Choose the Best CRM for Your Small Business

If you manage the sales team for a growing small business, you have your work cut out for you.  Every week, there are more leads to follow up on, and they’re all different.  They all became leads on different dates, they all have different needs and wants, and they’ve all had different interactions with different sales reps.

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Scheduler Link – Mocko Mondays

Happy Mocko Mondays! Our new episode is up, come check it out and learn all about Scheduler Link! This week we are featuring Scheduler Link , our connector app that integrates Acuity Scheduling with Infusionsoft. Learn all about what it can do for you and your business.

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Marketing Automation

So what is marketing automation? Marketing automation is a type of software that gives you the tools to track your leads and send them automatic and personalized emails, personalized being the keyword here. It also gives you reports on how your sales and marketing efforts are going.

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More On Connector Apps: Scheduler Link Connects Acuity Scheduling to Infusionsoft

One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.

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