Blog - Page 6 of 7 - Small Business CRM Coach

I am a Small Business Owner, Do I Really Need a CRM? – Mocko Mondays

Kristen: Hello and thank you for joining us today for our fifth episode of Mocko Mondays. I’m Kristen Ennis and today we thought we’d address one of the most common question about me here I’m a small business owner do I really need a CRM? Because we’re sure many of you are wondering first of all what […]

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#4 About Us – Mocko Mondays

  Jessie: Hi, I’m Jessie Dancy and I am the social media coordinator for Mocko Consulting. Today i’ll be interviewing Kristen and Lidi. Can we begin with a little bit about how you two met? Kristen: Yes, of course! We met at the university of Denver back in 2012, and we were both part of […]

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CRM for Services – Mocko Mondays

In the 2nd episode of Mocko Mondays we discuss CRMs for services and how they helped one of our clients, Chalet USA, increase their business traffic.

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Pipedrive CRM – Mocko Mondays

In this episode of Mocko Mondays we discuss how the owner of a distribution business is using Pipedrive CRM to track deals and manage his sales team.

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Why Pipedrive CRM for a Distribution Company?

In this post were talking about how Pipedrive helped one of our clients with his distribution business. Pipedrive is a CRM that can help you by using a kanban style interface to keep you organized and in contact with your customers. This post is connected to Mocko Mondays #3.

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CRM Business Card Scanners – Mocko Mondays

Today we’re going to talk about business cards and what is your process for handling new network connections or business clients after you receive their cards. So, Lidi what are some stories that you can share with us on how your clients have stored their business cards?

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International Travel Agency Using Insightly: Integrating the Cloud and Automation

International Travel Agency Using Insightly: Integrating the Cloud and Automation. Use the Cloud to help you create ease in your business!

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Box with business cards

Got Business Cards? Awesome CRM Business Card Scanning Apps will Get You Organized

Got Business Cards? Awesome CRM Business Card Scanning Apps will Get You Organized. What do you do with all the business cards you collect from your networking meetings? Have you considered using a business card scanning app integrated with your CRM?

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CRM Spring Cleaning for Small Business

Garbage In, Garbage Out No doubt you’ve heard the old saying, “Garbage in, garbage out.” Well, it couldn’t be truer when it comes to managing your business data. A cluttered CRM will hinder your business processes and your customer engagement.

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Have you ever met with a SCORE Mentor?

I’m excited today to share an educational opportunity with you, but first let me ask you a question: have you heard of SCORE? It doesn’t have anything to do with basketball or your credit, but it has everything to do with an often overlooked wealth of knowledge for small business owners.

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