Blog - Page 7 of 7 - Small Business CRM Coach

A Small Business Software Puzzle!

You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!

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A Small Business Journey Into the Unknown with New Software

First you realize, “This business is growing, and we need a better system!” Your business is growing, and you know you need better systems in place to scale it. You have done some research, and now you are ready to move on. What happens in this process? What should you expect from it? The topic of this post is not the process. Here we will talk about the different emotions you go through during the life-cycle — the journey, if you will — of an implementation project.

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I’m a Small Business Owner: Do I Really Need a CRM?

It’s Monday morning, and you’re staring at your computer, waiting for the coffee to kick in. Your inbox has 3,700 emails, and 152 of them are unread. You’ve got three hundred or so contacts in Outlook (or is it Gmail?) and a stack of business cards on your desk. What do you really know about […]

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A Collaboration Tool Case Study: Growing Pains

Just because it’s a “good problem to have,” doesn’t mean it isn’t a problem. Doesn’t mean it isn’t painful. Doesn’t mean it shouldn’t be solved. In 2014, this award-winning Denver nonprofit was growing and its impact was expanding. That brought more opportunities and more to do. And more to do meant a larger team, which […]

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Could your small business use a little magic – a little sales marketing automation magic?

As a small business owner you probably have heard about sales marketing automation. But what is it? And is this something that applies to your business?

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Best Practices for Keeping your Technology Humming and Your Team Happy

Your business relies on technology, and most of us take it for granted. But if you don’t take time to maintain your systems and clean up your data periodically, you can end up with a big problem. Let’s talk about IT and software best practices and distinguish our services at Mocko consulting from IT service […]

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Cloud Software Match Making Tip

Our Valentine’s day gift for you is a cloud software match making tip. At Mocko Consulting we match our CRM with an Email Marketing solution. How does this integration help us? It saves us time. When we add a new contact to our CRM database, the same contact is automatically added to our Email Marketing […]

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Things to Consider when Implementing CRM Software

A common topic of CRM implementation is choosing between on-premise versus cloud or partner hosted solution. Here’s some of the things you need to consider.

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6 Steps to get your Small Business on a Cloud CRM

The Challenge I recently met “Joe”, a small business owner who is having issues with his Customer Relationship Management (CRM) software. Joe has a CRM software application designed for small businesses, and it is installed locally.

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Small Business Shopping for a Bank

On July 1, 2014 I started my own business, Mocko Consulting, Inc. One of the first things I had to do, after signing the paper work in my lawyer’s office, was to open a business bank account. Before opening the bank account, I had to make a decision about which bank to use.

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